Concert Wealth Management’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
2017
Q2
Sell
2017
Q1
$531K Buy
2016
Q4
$435K Sell
2016
Q3
$713K Buy
2016
Q2
$245K Buy
2016
Q1
$209K Sell
2015
Q4
$182K Buy
2015
Q3
$185K Sell
2015
Q2
$222K Sell
2015
Q1
$101K Buy
2014
Q4
$247K Sell
2014
Q3
$825K Buy
2014
Q2
$836K Buy
2014
Q1
$388K Sell
2013
Q4
$374K Sell
2013
Q3
$414K Buy
2013
Q2
$379K Buy