Ropes 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
2021
Q1
Sell
-883
Closed -$32K 486
2020
Q4
$32K Buy
+883
New +$32K 0.01% 436
2018
Q4
Sell
-502
Closed -$11K 514
2018
Q3
$11K Buy
+502
New +$11K ﹤0.01% 452