Frontier 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
2021
Q2
Sell
-20,900
Closed -$680K 426
2021
Q1
$680K Buy
20,900
+6,740
+48% +$219K 0.05% 207
2020
Q4
$513K Buy
14,160
+4,431
+46% +$161K 0.04% 228
2020
Q3
$350K Sell
9,729
-6
-0.1% -$216 0.03% 264
2020
Q2
$331K Buy
+9,735
New +$331K 0.03% 265