Curi Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,144	Closed	-$142K	–	417
2022 Q2	$142K	Buy	4,144 +2,500	+152%	+$85.7K	0.03%	147
2022 Q1	$60K	Buy	1,644 +144	+10%	+$5.26K	0.01%	200
2021 Q4	$52K	Buy	+1,500	New	+$52K	0.01%	186