IPG Investment Advisors’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	$1.56M	Buy	17,747 +1,325	+8%	+$122K	0.27%	81
2025 Q4	$1.33M	Buy	16,422 +9,415	+134%	+$736K	0.23%	96
2025 Q3	$510K	Hold	7,007	–	–	0.09%	129
2025 Q2	$437K	Hold	7,007	–	–	0.09%	115
2025 Q1	$413K	Buy	7,007 +2,883	+70%	+$156K	0.09%	108
2024 Q4	$204K	Sell	4,124 -675	-14%	-$33.9K	0.05%	160
2024 Q3	$239K	Buy	+4,799	New	+$225K	0.05%	144
2022 Q1	–	Sell	-15,749	Closed	-$549K	–	191
2021 Q4	$549K	Buy	+15,749	New	+$538K	0.1%	107
2021 Q2	–	Sell	-53,674	Closed	-$1.75M	–	174
2021 Q1	$1.75M	Buy	53,674 +815	+2%	+$27.9K	0.34%	50
2020 Q4	$1.92M	Sell	52,859 -37,180	-41%	-$1.33M	0.44%	42
2020 Q3	$3.24M	Hold	90,039	–	–	0.93%	31
2020 Q2	$3.06M	Hold	90,039	–	–	1.04%	28
2020 Q1	$2.71M	Buy	90,039 +23,911	+36%	+$723K	1.14%	26
2019 Q4	$1.92M	Buy	66,128 +53,796	+436%	+$1.53M	0.61%	37
2019 Q3	$348K	Hold	12,332	–	–	0.12%	89
2019 Q2	$333K	Hold	12,332	–	–	0.12%	97
2019 Q1	$305K	Sell	12,332 -10,889	-47%	-$272K	0.1%	110
2018 Q4	$571K	Buy	+23,221	New	+$547K	0.22%	62