Marcum Wealth’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 Q1	$427K	Hold	7,250	–	–	0.04%	212
2024 Q4	$359K	Buy	+7,250	New	+$359K	0.03%	247
2024 Q1	–	Sell	-5,898	Closed	-$230K	–	403
2023 Q4	$230K	Buy	+5,898	New	+$230K	0.02%	308