Jeppson Wealth Management’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	$210K	Buy	+3,370	New	+$210K	0.07%	199
2020 Q4	–	Sell	-1,900	Closed	-$68K	–	263
2020 Q3	$68K	Buy	+1,900	New	+$68K	0.05%	196