Smith Salley Wealth Management’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
Q4
Sell
-14,994
Closed -$501K 258
2021
Q3
$501K Buy
14,994
+4,840
+48% +$162K 0.04% 184
2021
Q2
$342K Sell
10,154
-180
-2% -$6.06K 0.03% 207
2021
Q1
$336K Sell
10,334
-19,931
-66% -$648K 0.03% 204
2020
Q4
$1.1M Buy
+30,265
New +$1.1M 0.11% 111