JMG Financial Group’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
-5,000
Closed -$181K 86
2020
Q4
$181K Buy
+5,000
New +$181K 0.01% 79
2013
Q4
Sell
-23,795
Closed -$613K 53
2013
Q3
$613K Hold
23,795
0.2% 34
2013
Q2
$571K Buy
+23,795
New +$571K 0.19% 35