Cascade Financial Partners’s iShares Gold Trust IAU Stock Holding History

Cascade Financial Partners’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.16M	Hold
2025 Q2	$997K	Sell
2025 Q1	$972K	Sell
2024 Q4	$839K	Sell
2024 Q3	$939K	Buy
2024 Q2	$788K	Hold
2024 Q1	$795K	Buy