Roble Belko & Company’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	$71K	Buy	1,140 +411	+56%	+$25.6K	0.01%	157
2025 Q1	$43K	Hold	729	–	–	0.01%	178
2024 Q4	$36K	Hold	729	–	–	0.01%	188
2024 Q3	$36K	Hold	729	–	–	0.01%	180
2024 Q2	$32K	Hold	729	–	–	0.01%	188
2024 Q1	$31K	Hold	729	–	–	0.01%	193
2023 Q4	$28K	Hold	729	–	–	0.01%	182
2023 Q3	$26K	Hold	729	–	–	0.01%	169
2023 Q2	$27K	Hold	729	–	–	0.01%	171
2023 Q1	$27K	Hold	729	–	–	0.01%	185
2022 Q4	$25K	Hold	729	–	–	0.01%	195
2022 Q3	$23K	Hold	729	–	–	0.01%	189
2022 Q2	$25K	Sell	729 -143	-16%	-$4.9K	0.01%	182
2022 Q1	$32K	Buy	872 +143	+20%	+$5.25K	0.01%	186
2021 Q4	$25K	Hold	729	–	–	﹤0.01%	196
2021 Q3	$24K	Hold	729	–	–	﹤0.01%	190
2021 Q2	$25K	Sell	729 -1	-0.1%	-$34	0.01%	196
2021 Q1	$24K	Hold	730	–	–	0.01%	191
2020 Q4	$26K	Hold	730	–	–	0.01%	174
2020 Q3	$26K	Buy	730 +461	+171%	+$16.4K	0.01%	170
2020 Q2	$9K	Hold	269	–	–	﹤0.01%	258
2020 Q1	$8K	Buy	269 +134	+99%	+$3.99K	﹤0.01%	258
2019 Q4	$4K	Hold	135	–	–	﹤0.01%	299
2019 Q3	$4K	Hold	135	–	–	﹤0.01%	297
2019 Q2	$4K	Hold	135	–	–	﹤0.01%	298
2019 Q1	$3K	Hold	135	–	–	﹤0.01%	278
2018 Q4	$3K	Hold	135	–	–	﹤0.01%	270
2018 Q3	$3K	Hold	135	–	–	﹤0.01%	279
2018 Q2	$3K	Hold	135	–	–	﹤0.01%	287
2018 Q1	$3K	Hold	135	–	–	﹤0.01%	293
2017 Q4	$3K	Hold	135	–	–	﹤0.01%	282
2017 Q3	$3K	Hold	135	–	–	﹤0.01%	246
2017 Q2	$3K	Buy	+135	New	+$3K	﹤0.01%	248