Triad Wealth Partners’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	$4.95M	Buy	79,350 +13,806	+21%	+$861K	1%	28
2025 Q1	$3.86M	Buy	65,544 +33,041	+102%	+$1.95M	1.2%	18
2024 Q4	$1.61M	Buy	+32,503	New	+$1.61M	0.58%	39
2024 Q3	–	Sell	-3,980	Closed	-$175K	–	432
2024 Q2	$175K	Buy	+3,980	New	+$175K	0.09%	105