Riverpoint Wealth Management Holdings’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,873	Closed	-$759K	–	55
2025 Q1	$759K	Hold	12,873	–	–	0.2%	31
2024 Q4	$637K	Sell	12,873 -200	-2%	-$9.9K	0.17%	35
2024 Q3	$650K	Hold	13,073	–	–	0.17%	34
2024 Q2	$574K	Hold	13,073	–	–	0.16%	35
2024 Q1	$549K	Hold	13,073	–	–	0.15%	35
2023 Q4	$510K	Hold	13,073	–	–	0.15%	35
2023 Q3	$457K	Hold	13,073	–	–	0.15%	33
2023 Q2	$476K	Hold	13,073	–	–	0.15%	32
2023 Q1	$489K	Hold	13,073	–	–	0.17%	30
2022 Q4	$452K	Hold	13,073	–	–	0.17%	32
2022 Q3	$412K	Hold	13,073	–	–	0.18%	32
2022 Q2	$449K	Buy	+13,073	New	+$449K	0.18%	29
2022 Q1	–	Sell	-13,073	Closed	-$455K	–	47
2021 Q4	$455K	Hold	13,073	–	–	0.15%	35
2021 Q3	$437K	Hold	13,073	–	–	0.15%	42
2021 Q2	$441K	Hold	13,073	–	–	0.12%	61
2021 Q1	$425K	Buy	13,073 +571	+5%	+$18.6K	0.13%	59
2020 Q4	$453K	Hold	12,502	–	–	0.14%	60
2020 Q3	$450K	Hold	12,502	–	–	0.16%	54
2020 Q2	$425K	Hold	12,502	–	–	0.17%	50
2020 Q1	$377K	Hold	12,502	–	–	0.18%	46
2019 Q4	$363K	Hold	12,502	–	–	0.14%	57
2019 Q3	$353K	Hold	12,502	–	–	0.16%	50
2019 Q2	$338K	Hold	12,502	–	–	0.15%	48
2019 Q1	$310K	Hold	12,502	–	–	0.15%	50
2018 Q4	$307K	Hold	12,502	–	–	0.17%	46
2018 Q3	$285K	Hold	12,502	–	–	0.15%	52
2018 Q2	$301K	Hold	12,502	–	–	0.17%	46
2018 Q1	$320K	Hold	12,502	–	–	0.19%	36
2017 Q4	$314K	Hold	12,502	–	–	0.2%	36
2017 Q3	$308K	Hold	12,502	–	–	0.2%	37
2017 Q2	$292K	Hold	12,502	–	–	0.21%	35
2017 Q1	$302K	Hold	12,502	–	–	0.23%	30
2016 Q4	$291K	Buy	+12,502	New	+$291K	0.24%	31