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LRI Investments’s iShares Gold Trust IAU Stock Holding History

LRI Investments’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$408K Buy
6,548
+3,847
+142% +$240K 0.03% 190
2025
Q1 		$159K Buy
+2,701
New +$159K 0.02% 303