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

Convergent Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$1.69M	Sell
2015 Q2	$2.23M	Sell
2015 Q1	$3.54M	Sell
2014 Q4	$17.4M	Sell
2014 Q3	$36.2M	Buy
2014 Q2	$39.7M	Sell
2014 Q1	$39.1M	Buy
2013 Q4	$35.4M	Buy
2013 Q3	$3.38M	Buy
2013 Q2	$2.45M	Buy