EPA
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Element Pointe Advisors’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,217
Closed -$282K 111
2021
Q2
$282K Sell
8,217
-8,217
-50% -$282K 0.09% 97
2021
Q1
$267K Buy
+16,434
New +$267K 0.09% 101