Breakwater Investment Management’s iShares Gold Trust IAU Stock Holding History

Breakwater Investment Management’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$108K	Buy
2025 Q2	$28.7K	Hold
2025 Q1	$27.1K	Hold
2024 Q4	$22.8K	Hold
2024 Q3	$22.9K	Hold
2024 Q2	$20.2K	Hold
2024 Q1	$19.3K	Buy