Triad Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Triad Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.52M	Buy
2025 Q2	$4.95M	Buy
2025 Q1	$3.86M	Buy
2024 Q4	$1.61M	Buy
2024 Q3	–	Sell
2024 Q2	$175K	Buy