Aspiriant Holdings S3’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-16,235
Closed -$379K 116
2013
Q4
$379K Buy
16,235
+659
+4% +$15.4K 0.15% 90
2013
Q3
$402K Buy
+15,576
New +$402K 0.17% 89