Crestwood Advisors Group’s iShares Gold Trust IAU Stock Holding History

Crestwood Advisors Group’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	$635K	Hold
2025 Q2	$544K	Sell
2025 Q1	$517K	Buy
2024 Q4	$359K	Hold
2024 Q3	$360K	Hold
2024 Q2	$318K	Sell
2024 Q1	$307K	Sell
2023 Q4	$463K	Buy
2017 Q2	–	Sell
2017 Q1	$14K	Buy