Jamison Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Jamison Private Wealth Management’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 Q3	$792K	Hold
2025 Q2	$679K	Hold
2025 Q1	$642K	Hold
2024 Q4	$539K	Buy