Stone Summit Wealth’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	$326K	Hold	5,223	–	–	0.1%	120
2025 Q1	$308K	Buy	5,223 +1,081	+26%	+$63.7K	0.1%	119
2024 Q4	$205K	Hold	4,142	–	–	0.07%	138
2024 Q3	$206K	Buy	+4,142	New	+$206K	0.07%	141