Kings Point Capital Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$107K Buy
2015
Q2
Sell
2015
Q1
$12K Hold
2014
Q4
$12K Hold
2014
Q3
$12K Hold
2014
Q2
$13K Hold
2014
Q1
$13K Hold
2013
Q4
$12K Hold
2013
Q3
$13K Hold
2013
Q2
$12K Buy