Plum Street Advisors’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.55M	Sell	108,281 -5,646	-5%	-$518K	3.31%	7
2025 Q4	$9.25M	Sell	113,927 -5,366	-4%	-$420K	3.29%	8
2025 Q3	$8.68M	Sell	119,293 -2,895	-2%	-$189K	3.35%	7
2025 Q2	$7.62M	Sell	122,188 -14,008	-10%	-$868K	3.36%	9
2025 Q1	$8.03M	Sell	136,196 -20,802	-13%	-$1.13M	3.87%	7
2024 Q4	$7.77M	Sell	156,998 -5,154	-3%	-$259K	3.84%	7
2024 Q3	$8.06M	Sell	162,152 -10,077	-6%	-$472K	4.08%	7
2024 Q2	$7.57M	Buy	172,229 +10,077	+6%	+$445K	4.41%	7
2024 Q1	$8.06M	Sell	162,152 -27,512	-15%	-$1.08M	4.08%	7
2023 Q4	$7.4M	Buy	+189,664	New	+$7.1M	4.93%	6