LGT Financial Advisors’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	$149K	Sell	2,387 -353	-13%	-$22K	0.38%	52
2025 Q1	$162K	Buy	2,740 +1,205	+79%	+$71K	0.49%	42
2024 Q4	$76K	Buy	+1,535	New	+$76K	0.17%	115
2023 Q4	–	Sell	-80	Closed	-$2.8K	–	909
2023 Q3	$2.8K	Buy	+80	New	+$2.8K	﹤0.01%	742