Lakeridge Wealth Management’s iShares Gold Trust IAU Stock Holding History

Lakeridge Wealth Management’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	$580K	Sell
2025 Q2	$509K	Hold
2025 Q1	$481K	Buy
2024 Q4	$365K	Hold
2024 Q3	$366K	Hold
2024 Q2	$324K	Hold
2024 Q1	$310K	Buy
2023 Q4	$274K	Buy