WealthGarden F.S.’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	$1.33M	Buy	21,465 +2,978	+16%	+$185K	1.1%	26
2025 Q1	$1.09M	Buy	18,487 +1,778	+11%	+$105K	1.05%	29
2024 Q4	$827K	Buy	16,709 +5,355	+47%	+$265K	0.77%	40
2024 Q3	$564K	Hold	11,354	–	–	0.55%	60
2024 Q2	$499K	Buy	+11,354	New	+$499K	0.53%	65