Fulcrum Equity 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
Q1
Sell
-28,636
Closed -$1.04M 186
2020
Q4
$1.04M Buy
28,636
+4,286
+18% +$155K 0.41% 63
2020
Q3
$876K Buy
+24,350
New +$876K 0.41% 60