Fiduciary Financial 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	$6.19M	Buy	98,338 +237	+0.2%	+$14.9K	1.12%	22
2025 Q1	$5.87M	Buy	98,101 +6,225	+7%	+$372K	1.28%	20
2024 Q4	$4.67M	Sell	91,876 -4,128	-4%	-$210K	1.01%	23
2024 Q3	$4.76M	Buy	96,004 +59	+0.1%	+$2.92K	1.09%	23
2024 Q2	$4.48M	Buy	+95,945	New	+$4.48M	1.08%	23