Stonebridge Financial Group’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	$10.6M	Sell	170,724 -8,292	-5%	-$517K	1.03%	27
2025 Q1	$10.6M	Buy	179,016 +781	+0.4%	+$46K	1.12%	26
2024 Q4	$8.82M	Buy	+178,235	New	+$8.82M	0.97%	29