RGT Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$1.84M	Buy	58,440 +1,440	+3%	+$45.4K	0.29%	19
2022 Q2	$1.96M	Hold	57,000	–	–	0.33%	22
2022 Q1	$2.1M	Hold	57,000	–	–	0.33%	26
2021 Q4	$1.98M	Hold	57,000	–	–	0.3%	23
2021 Q3	$1.9M	Hold	57,000	–	–	0.38%	10
2021 Q2	$1.92M	Hold	57,000	–	–	0.35%	11
2021 Q1	$1.85M	Hold	57,000	–	–	0.36%	12
2020 Q4	$2.07M	Hold	57,000	–	–	0.43%	10
2020 Q3	$2.05M	Hold	57,000	–	–	0.52%	9
2020 Q2	$1.94M	Hold	57,000	–	–	0.56%	9
2020 Q1	$1.72M	Hold	57,000	–	–	1.1%	6
2019 Q4	$1.65M	Hold	57,000	–	–	4.98%	6
2019 Q3	$1.61M	Hold	57,000	–	–	4.67%	7
2019 Q2	$1.54M	Hold	57,000	–	–	4.85%	7
2019 Q1	$1.41M	Hold	57,000	–	–	8.12%	3
2018 Q4	$1.4M	Hold	57,000	–	–	8.33%	4
2018 Q3	$1.3M	Hold	57,000	–	–	4.41%	5
2018 Q2	$1.37M	Sell	57,000 -160,000	-74%	-$3.85M	4.4%	5
2018 Q1	$5.53M	Hold	217,000	–	–	2.66%	7
2017 Q4	$5.43M	Hold	217,000	–	–	2.91%	7
2017 Q3	$5.34M	Hold	217,000	–	–	3.56%	7
2017 Q2	$5.18M	Sell	217,000 -2,190	-1%	-$52.3K	3.55%	7
2017 Q1	$5.27M	Sell	219,190 -4,668	-2%	-$112K	3.57%	6
2016 Q4	$4.96M	Buy	223,858 +4,442	+2%	+$98.4K	2.79%	8
2016 Q3	$5.57M	Buy	+219,416	New	+$5.57M	3.44%	6