Medallion Wealth Advisors, LLC’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$258K Buy
2025
Q4
$69.2K Buy
2025
Q3
$26.3K Buy
2025
Q2
$17.6K Sell
2025
Q1
$19.8K Sell
2024
Q4
$19.9K Buy