Kellett Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,429	Closed	-$598K	–	55
2022 Q2	$598K	Buy	17,429 +5,679	+48%	+$195K	0.77%	18
2022 Q1	$433K	Sell	11,750 -85,130	-88%	-$3.14M	0.34%	32
2021 Q4	$3.37M	Buy	+96,880	New	+$3.37M	2.58%	9