Holos Integrated Wealth’s iShares Gold Trust IAU Stock Holding History

Holos Integrated Wealth’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Sell
2025 Q1	$210K	Hold
2024 Q4	$176K	Buy