Congress Wealth Management’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	$2.51M	Sell	75,971 -384	-0.5%	-$12.7K	0.02%	522
2025 Q1	$2.38M	Sell	76,355 -908	-1%	-$28.3K	0.03%	455
2024 Q4	$2.02M	Sell	77,263 -1,323	-2%	-$34.6K	0.03%	413
2024 Q3	$2.06M	Buy	+78,586	New	+$2.06M	0.03%	423