Concord Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-186	Closed	-$15.1K	–	463
2025 Q4	$15.1K	Hold	186	–	–	﹤0.01%	487
2025 Q3	$13.5K	Buy	186 +155	+500%	+$10.1K	﹤0.01%	500
2025 Q2	$1.93K	Hold	31	–	–	﹤0.01%	721
2025 Q1	$1.83K	Hold	31	–	–	﹤0.01%	683
2024 Q4	$1.53K	Sell	31 -113	-78%	-$5.68K	﹤0.01%	738
2024 Q3	$7.16K	Hold	144	–	–	﹤0.01%	590
2024 Q2	$6.33K	Hold	144	–	–	﹤0.01%	552
2024 Q1	$6.05K	Hold	144	–	–	﹤0.01%	632
2023 Q4	$5.62K	Sell	144 -1,917	-93%	-$71.7K	﹤0.01%	627
2023 Q3	$72.1K	Sell	2,061 -11	-0.5%	-$401	0.02%	325
2023 Q2	$75.4K	Buy	2,072 +144	+7%	+$5.4K	0.02%	305
2023 Q1	$72K	Buy	1,928 +198	+11%	+$7.11K	0.02%	294
2022 Q4	$59.8K	Buy	+1,730	New	+$56.8K	0.02%	342
2022 Q3	–	Sell	-331	Closed	-$11K	–	594
2022 Q2	$11K	Hold	331	–	–	﹤0.01%	669
2022 Q1	$12K	Buy	331 +144	+77%	+$5.14K	﹤0.01%	735
2021 Q4	$7K	Buy	+187	New	+$6.39K	﹤0.01%	871
2021 Q3	–	Sell	-610	Closed	-$21K	–	957
2021 Q2	$21K	Sell	610 -1,944	-76%	-$67.2K	0.01%	489
2021 Q1	$83K	Sell	2,554 -30,495	-92%	-$1.04M	0.03%	247
2020 Q4	$1.2M	Buy	+33,049	New	+$1.18M	0.92%	16