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Rochester Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Rochester Wealth Strategies’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 		$6.5M Sell
104,277
-5,922
-5% -$369K 4.66% 8
2025
Q1 		$6.5M Buy
+110,199
New +$6.5M 5.16% 9