Constellation Wealth Advisors’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
2015
Q3
$916K Hold
2015
Q2
$964K Hold
2015
Q1
$973K Hold
2014
Q4
$972K Hold
2014
Q3
$994K Hold
2014
Q2
$1.09M Hold
2014
Q1
$1.06M Hold
2013
Q4
$993K Buy