Cary Street Partners’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	$1.17M	Buy	18,722 +13,976	+294%	+$872K	0.03%	397
2025 Q1	$280K	Buy	4,746 +218	+5%	+$12.9K	0.01%	664
2024 Q4	$224K	Buy	+4,528	New	+$224K	0.01%	687