ShoreHaven Wealth Partners’s iShares Gold Trust IAU Stock Holding History

ShoreHaven Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.91M	Buy
2025 Q2	$3.77M	Buy
2025 Q1	$3.29M	Buy
2024 Q4	$1.1M	Buy
2021 Q3	–	Sell
2021 Q2	$247K	Sell
2021 Q1	$4.02M	Buy
2020 Q4	$4.27M	Buy