Burke & Herbert Bank & Trust’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
$239K Hold
3,834
0.05% 220
2025
Q1
$226K Buy
+3,834
New +$226K 0.05% 214
2024
Q3
Sell
-6,544
Closed -$287K 230
2024
Q2
$287K Buy
+6,544
New +$287K 0.07% 193