L.M. Kohn & Company’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
$1.75M Buy
28,082
+9,358
+50% +$584K 0.47% 37
2025
Q1
$1.1M Buy
+18,724
New +$1.1M 0.29% 65