Milestone Asset Management’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	$404K	Sell	6,475 -34,270	-84%	-$2.14M	0.09%	158
2025 Q1	$2.4M	Buy	+40,745	New	+$2.4M	0.51%	46
2023 Q1	–	Sell	-5,765	Closed	-$211K	–	79
2022 Q4	$211K	Buy	+5,765	New	+$211K	0.13%	67