SHJ
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Sharkey, Howes & Javer’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.39M Sell
118,490
-19,883
-14% -$1.24M 0.99% 26
2025
Q1
$8.16M Buy
138,373
+76,331
+123% +$4.5M 1.17% 22
2024
Q4
$3.07M Buy
+62,042
New +$3.07M 0.43% 45