BWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9,083	Closed	-$165K	–	209
2020 Q4	$165K	Hold	9,083	–	–	0.06%	98
2020 Q3	$163K	Hold	9,083	–	–	0.06%	97
2020 Q2	$154K	Buy	9,083 +7,100	+358%	+$120K	0.06%	98
2020 Q1	$30K	Hold	1,983	–	–	0.01%	198
2019 Q4	$29K	Hold	1,983	–	–	0.01%	209
2019 Q3	$28K	Hold	1,983	–	–	0.01%	208
2019 Q2	$27K	Hold	1,983	–	–	0.01%	209
2019 Q1	$25K	Hold	1,983	–	–	0.01%	223
2018 Q4	$24K	Hold	1,983	–	–	0.01%	221
2018 Q3	$23K	Hold	1,983	–	–	0.01%	238
2018 Q2	$24K	Sell	1,983 -8,079	-80%	-$97.8K	0.01%	233
2018 Q1	$128K	Hold	10,062	–	–	0.07%	112
2017 Q4	$126K	Hold	10,062	–	–	0.08%	112
2017 Q3	$124K	Hold	10,062	–	–	0.08%	109
2017 Q2	$120K	Hold	10,062	–	–	0.08%	103
2017 Q1	$121K	Hold	10,062	–	–	0.09%	95
2016 Q4	$111K	Hold	10,062	–	–	0.1%	106
2016 Q3	$127K	Hold	10,062	–	–	0.14%	86
2016 Q2	$128K	Hold	10,062	–	–	0.14%	82
2016 Q1	$120K	Hold	10,062	–	–	0.11%	91
2015 Q4	$102K	Hold	10,062	–	–	0.08%	103
2015 Q3	$108K	Hold	10,062	–	–	0.13%	81
2015 Q2	$114K	Hold	10,062	–	–	0.12%	95
2015 Q1	$115K	Hold	10,062	–	–	0.12%	83
2014 Q4	$115K	Buy	+10,062	New	+$115K	0.12%	91