Summit Financial Strategies’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,265	Closed	-$275K	–	151
2024 Q2	$275K	Hold	6,265	–	–	0.03%	116
2024 Q1	$263K	Hold	6,265	–	–	0.04%	120
2023 Q4	$245K	Buy	+6,265	New	+$245K	0.04%	121