Beacon Financial Group’s iShares Gold Trust IAU Stock Holding History

Beacon Financial Group’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.23M	Buy
2025 Q2	$3.97M	Buy
2025 Q1	$3.73M	Buy
2024 Q4	$1.49M	Buy