Smith & Howard Wealth Management’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	$296K	Sell	4,748 -250	-5%	-$15.6K	0.08%	59
2025 Q1	$295K	Sell	4,998 -626	-11%	-$36.9K	0.08%	55
2024 Q4	$278K	Sell	5,624 -3,645	-39%	-$180K	0.08%	59
2024 Q3	$461K	Hold	9,269	–	–	0.13%	53
2024 Q2	$407K	Hold	9,269	–	–	0.12%	54
2024 Q1	$389K	Sell	9,269 -477	-5%	-$20K	0.12%	55
2023 Q4	$380K	Hold	9,746	–	–	0.13%	50
2023 Q3	$341K	Buy	9,746 +1,977	+25%	+$69.2K	0.12%	53
2023 Q2	$283K	Hold	7,769	–	–	0.1%	58
2023 Q1	$290K	Hold	7,769	–	–	0.1%	56
2022 Q4	$269K	Hold	7,769	–	–	0.1%	56
2022 Q3	$245K	Buy	7,769 +479	+7%	+$15.1K	0.1%	57
2022 Q2	$250K	Hold	7,290	–	–	0.11%	58
2022 Q1	$268K	Hold	7,290	–	–	0.11%	55
2021 Q4	$254K	Hold	7,290	–	–	0.12%	64
2021 Q3	$244K	Hold	7,290	–	–	0.12%	63
2021 Q2	$246K	Hold	7,290	–	–	0.12%	56
2021 Q1	$237K	Hold	7,290	–	–	0.12%	55
2020 Q4	$264K	Hold	7,290	–	–	0.14%	50
2020 Q3	$262K	Hold	7,290	–	–	0.15%	52
2020 Q2	$248K	Hold	7,290	–	–	0.15%	55
2020 Q1	$220K	Hold	7,290	–	–	0.14%	57
2019 Q4	$211K	Hold	7,290	–	–	0.07%	86
2019 Q3	$206K	Hold	7,290	–	–	0.08%	74
2019 Q2	$197K	Hold	7,290	–	–	0.08%	62
2019 Q1	$181K	Hold	7,290	–	–	0.09%	60
2018 Q4	$179K	Hold	7,290	–	–	0.1%	54
2018 Q3	$167K	Hold	7,290	–	–	0.07%	48
2018 Q2	$175K	Hold	7,290	–	–	0.08%	46
2018 Q1	$186K	Hold	7,290	–	–	0.08%	45
2017 Q4	$182K	Hold	7,290	–	–	0.09%	40
2017 Q3	$179K	Hold	7,290	–	–	0.09%	43
2017 Q2	$174K	Hold	7,290	–	–	0.08%	59
2017 Q1	$175K	Hold	7,290	–	–	0.08%	56
2016 Q4	$162K	Hold	7,290	–	–	0.08%	44
2016 Q3	$185K	Buy	+7,290	New	+$185K	0.1%	39