Obermeyer Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Obermeyer Wealth Partners’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 Q3	$1.09M	Buy
2025 Q2	$438K	Sell
2025 Q1	$421K	Hold
2024 Q4	$353K	Buy
2024 Q3	$210K	Buy
2021 Q1	–	Sell
2020 Q4	$385K	Buy
2013 Q3	–	Sell
2013 Q2	$9K	Buy