55I LLC’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
2022
Q2
Sell
2022
Q1
$346K Sell
2021
Q4
$335K Buy
2021
Q3
Sell
2021
Q2
$265K Buy
2021
Q1
$163K Sell
2020
Q4
$2.13M Buy
2020
Q3
$206K Buy
2020
Q1
Sell
2019
Q4
$559K Buy
2019
Q3
$531K Sell
2019
Q2
$518K Buy
2019
Q1
$309K Sell
2018
Q4
$449K Buy