Congress Wealth Management’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
2025 Q2	$410K	Sell	6,581 -26,286	-80%	-$1.63M	﹤0.01%	983
2025 Q1	$1.93M	Buy	32,867 +8,048	+32%	+$435K	0.02%	502
2024 Q4	$1.23M	Sell	24,819 -749	-3%	-$37.6K	0.02%	493
2024 Q3	$1.27M	Sell	25,568 -2,763	-10%	-$129K	0.02%	482
2024 Q2	$1.24M	Sell	28,331 -15,484	-35%	-$684K	0.02%	400
2024 Q1	$1.84M	Buy	43,815 +11,520	+36%	+$452K	0.03%	325
2023 Q4	$1.26M	Sell	32,295 -1,143	-3%	-$42.8K	0.02%	368
2023 Q3	$1.17M	Sell	33,438 -504	-1%	-$18.4K	0.02%	357
2023 Q2	$1.24M	Sell	33,942 -5,135	-13%	-$192K	0.03%	320
2023 Q1	$1.46M	Sell	39,077 -2,454	-6%	-$88.1K	0.04%	302
2022 Q4	$1.44M	Sell	41,531 -68,551	-62%	-$2.25M	0.04%	301
2022 Q3	$3.47M	Buy	110,082 +103,156	+1,489%	+$3.38M	0.09%	214
2022 Q2	$238K	Hold	6,926	–	–	0.01%	512
2022 Q1	$255K	Buy	6,926 +879	+15%	+$31.4K	0.01%	539
2021 Q4	$210K	Buy	+6,047	New	+$207K	﹤0.01%	586