Forthright Family Wealth Advisory’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	$1.65M	Sell	26,493 -397	-1%	-$24.8K	1.05%	21
2025 Q1	$1.59M	Buy	26,890 +423	+2%	+$24.9K	1.05%	21
2024 Q4	$1.31M	Buy	+26,467	New	+$1.31M	0.85%	23