Summit Financial’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	$17.1M	Sell	274,775 -4,983	-2%	-$311K	0.39%	47
2025 Q1	$16.5M	Buy	279,758 +195,640	+233%	+$11.5M	0.46%	39
2024 Q4	$4.16M	Buy	84,118 +79,145	+1,591%	+$3.92M	0.15%	124
2024 Q3	$247K	Buy	+4,973	New	+$247K	0.01%	486