HWP
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Hefty Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Hefty Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-175
Closed -$4K – 221
2016
Q1 		$4K Hold
175
– – ﹤0.01% 179
2015
Q4 		$3K Buy
+175
New +$3K ﹤0.01% 179