BridgePort Financial Solutions’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.48M	Buy	55,754 +11,205	+25%	+$699K	1.16%	23
2025 Q1	$2.63M	Buy	44,549 +2,208	+5%	+$130K	1.18%	22
2024 Q4	$2.29M	Buy	+42,341	New	+$2.29M	1.04%	23