Newman & Schimel’s iShares Gold Trust IAU Stock Holding History

Newman & Schimel’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
2022 Q4	$298K	Buy
2022 Q3	$235K	Hold
2022 Q2	$255K	Sell
2022 Q1	$301K	Sell
2021 Q4	$563K	Sell
2021 Q3	$631K	Sell
2021 Q2	$921K	Sell
2021 Q1	$2.22M	Sell
2020 Q4	$3.62M	Buy