James J. Burns & Company’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
$214K Buy
3,430
+4
+0.1% +$249 0.03% 146
2025
Q1
$202K Buy
+3,426
New +$202K 0.04% 140