Novak Financial Planning’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$4.13M Buy
122,599
+10,052
+9% +$339K 2.02% 11
2021
Q1
$3.66M Buy
112,547
+23,057
+26% +$750K 2.01% 11
2020
Q4
$3.25M Buy
+89,490
New +$3.25M 1.91% 12