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Aletheian Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Aletheian Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,000
Closed -$450K – 70
2022
Q4 		$450K Buy
+13,000
New +$450K 0.39% 54