Monograph Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Monograph Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Buy
2025 Q1	$308K	Hold
2024 Q4	$259K	Hold
2024 Q3	$260K	Hold
2024 Q2	$230K	Hold
2024 Q1	$220K	Buy
2023 Q1	–	Sell
2022 Q4	$294K	Buy