Perennial Advisors’s iShares Gold Trust IAU Stock Holding History

Perennial Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85M	Buy
2021 Q3	–	Sell
2021 Q2	$148K	Sell
2021 Q1	$143K	Hold
2020 Q4	$159K	Buy
2020 Q3	–	Sell
2020 Q2	$149K	Buy
2019 Q1	–	Sell
2018 Q4	$108K	Buy