SWMG

Signature Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Hold	4,806	–	–	0.12%	103
2025 Q1	$283K	Buy	+4,806	New	+$283K	0.11%	105
2023 Q2	$271K	Hold	7,435	–	–	0.13%	90
2023 Q1	$278K	Buy	+7,435	New	+$278K	0.13%	86