Carson Wealth (CWM LLC)’s iShares Gold Trust Micro IAUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48K	Sell	1,450 -469	-24%	-$15.5K	﹤0.01%	3311
2025 Q1	$60K	Buy	1,919 +469	+32%	+$14.7K	﹤0.01%	2819
2024 Q4	$38K	Buy	+1,450	New	+$38K	﹤0.01%	2984
2023 Q1	–	Sell	-92	Closed	-$2K	–	4166
2022 Q4	$2K	Buy	+92	New	+$2K	﹤0.01%	3560