Lake Point Wealth Management’s iShares Gold Trust IAU Stock Holding History

Lake Point Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11.8M	Sell
2022 Q1	$13.6M	Sell
2021 Q4	$14.6M	Buy
2021 Q3	$13.6M	Buy
2021 Q2	$13.4M	Buy
2020 Q1	$14.2M	Sell
2019 Q4	$14.3M	Buy
2019 Q2	$13.3M	Hold
2019 Q1	$13.3M	Buy
2018 Q4	$19K	Buy