Great Diamond Partners’s iShares Gold Trust IAU Stock Holding History

Great Diamond Partners’s Portfolio IAU Stock Details IAU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$580K	Hold
2025 Q2	$497K	Sell
2025 Q1	$485K	Hold
2024 Q4	$408K	Hold
2024 Q3	$409K	Buy
2024 Q2	$359K	Sell
2024 Q1	$344K	Sell
2023 Q4	$332K	Buy
2023 Q3	$276K	Sell
2023 Q2	$307K	Buy