Roger Wittlin Investment Advisory’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	$569K	Buy	9,130 +4,952	+119%	+$309K	0.32%	29
2025 Q1	$246K	Hold	4,178	–	–	0.14%	40
2024 Q4	$207K	Hold	4,178	–	–	0.12%	42
2024 Q3	$208K	Buy	+4,178	New	+$208K	0.12%	52