Kelleher Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Kelleher Financial Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$20K	Buy
2021 Q4	–	Sell
2021 Q3	$266K	Buy
2021 Q2	–	Sell
2021 Q1	$263K	Hold
2020 Q4	$293K	Sell
2020 Q3	$293K	Buy