Synergy Investment Management’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	–	Sell	-39,265	Closed	-$2.32M	–	294
2025 Q1	$2.32M	Buy	39,265 +24,572	+167%	+$1.45M	0.97%	27
2024 Q4	$727K	Buy	+14,693	New	+$727K	0.31%	52