Kathleen S. Wright Associates’s iShares Gold Trust IAU Stock Holding History

Kathleen S. Wright Associates’s Portfolio IAU Stock Details IAU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$484K	Hold
2025 Q2	$415K	Buy
2025 Q1	$338K	Sell
2024 Q4	$288K	Buy
2024 Q3	$284K	Hold
2024 Q2	$251K	Sell
2024 Q1	$246K	Buy