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Source Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Source Financial Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26,783
Closed -$435K – 112
2021
Q1 		$435K Sell
26,783
-13,833
-34% -$225K 0.12% 75
2020
Q4 		$736K Buy
+40,616
New +$736K 0.2% 58