Wells Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Wells Financial Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$175K	Buy
2025 Q2	$125K	Hold
2025 Q1	$118K	Hold
2024 Q4	$99K	Buy