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

Plum Street 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	$7.62M	Sell
2025 Q1	$8.03M	Sell
2024 Q4	$7.77M	Sell
2024 Q3	$8.06M	Sell
2024 Q2	$7.57M	Buy
2024 Q1	$8.06M	Sell
2023 Q4	$7.4M	Buy