Regent Peak Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Regent Peak Wealth Advisors’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 Q3	–	Sell
2022 Q2	$202K	Buy
2022 Q1	–	Sell
2021 Q4	$294K	Sell
2021 Q3	$8.81M	Buy
2021 Q2	$9.05M	Buy
2021 Q1	$7.51M	Buy
2020 Q4	$5.85M	Buy
2020 Q3	$5.73M	Buy
2020 Q2	$4.64M	Buy
2020 Q1	$3.88M	Buy