D.L. Carlson Investment Group’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.46M	Sell	87,598 -7,798	-8%	-$486K	1%	25
2025 Q1	$5.62M	Buy	95,396 +10,598	+12%	+$625K	1.08%	21
2024 Q4	$4.2M	Buy	84,798 +29,965	+55%	+$1.48M	0.75%	36
2024 Q3	$2.73M	Buy	+54,833	New	+$2.73M	0.49%	61