Wealthstar Advisors’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	14,834 +399	+3%	+$36.6K	0.78%	36
2025 Q4	$1.17M	Sell	14,435 -7,782	-35%	-$609K	0.64%	40
2025 Q3	$1.62M	Buy	22,217 +6,048	+37%	+$395K	0.64%	33
2025 Q2	$1.01M	Sell	16,169 -27,418	-63%	-$1.7M	0.38%	52
2025 Q1	$2.57M	Sell	43,587 -17,256	-28%	-$933K	1.18%	14
2024 Q4	$3.01M	Buy	+60,843	New	+$3.06M	1.31%	11
2024 Q2	–	Sell	-62,328	Closed	-$2.62M	–	72
2024 Q1	$2.62M	Buy	62,328 +3,604	+6%	+$141K	0.91%	12
2023 Q4	$2.29M	Sell	58,724 -14,170	-19%	-$530K	0.85%	16
2023 Q3	$2.55M	Sell	72,894 -12,064	-14%	-$440K	1.11%	12
2023 Q2	$3.09M	Sell	84,958 -727	-0.8%	-$27.3K	1.3%	8
2023 Q1	$3.2M	Sell	85,685 -963	-1%	-$34.6K	1.36%	9
2022 Q4	$2.98M	Sell	86,648 -1,067	-1%	-$35K	1.35%	9
2022 Q3	$2.76M	Sell	87,715 -23,165	-21%	-$759K	1.31%	10
2022 Q2	$3.81M	Buy	110,880 +9,049	+9%	+$322K	1.62%	14
2022 Q1	$3.75M	Buy	+101,831	New	+$3.64M	1.39%	14