Kiely Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$427K	Hold	7,781	–	–	0.27%	34
2024 Q3	$382K	Hold	7,781	–	–	0.24%	30
2024 Q2	$356K	Buy	7,781 +2,668	+52%	+$122K	0.2%	27
2024 Q1	$226K	Buy	5,113 +32	+0.6%	+$1.41K	0.13%	42
2023 Q4	$194K	Buy	+5,081	New	+$194K	0.11%	47