Soltis Investment Advisors’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	$374K	Buy	6,001 +303	+5%	+$18.9K	0.03%	287
2025 Q1	$336K	Hold	5,698	–	–	0.03%	283
2024 Q4	$282K	Buy	+5,698	New	+$282K	0.03%	297
2021 Q1	–	Sell	-5,987	Closed	-$217K	–	224
2020 Q4	$217K	Buy	+5,987	New	+$217K	0.04%	206