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Private Client Services’s iShares Gold Trust IAU Stock Holding History

Private Client Services’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$505K Sell
8,092
-369
-4% -$23K 0.2% 110
2025
Q1 		$499K Buy
+8,461
New +$499K 0.25% 85