Lucia Wealth Services’s iShares Gold Trust IAU Stock Holding History

Lucia Wealth Services’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$21K	Sell
2020 Q1	$1.79M	Sell
2019 Q4	$4.25M	Sell
2019 Q3	$4.66M	Sell
2019 Q2	$4.9M	Sell
2019 Q1	$4.82M	Buy
2018 Q4	$4.27M	Sell
2018 Q3	$5.14M	Buy