Five Pine Wealth Management’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	$2.13M	Sell	34,108 -2,907	-8%	-$181K	1.57%	17
2025 Q1	$2.18M	Sell	37,015 -2,114	-5%	-$125K	1.78%	16
2024 Q4	$1.94M	Buy	+39,129	New	+$1.94M	1.63%	17