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Surevest’s iShares Gold Trust IAU Stock Holding History

Surevest’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$73K Hold
2,326
– – 0.02% 173
2022
Q2 		$80K Buy
2,326
+500
+27% +$17.2K 0.02% 179
2022
Q1 		$67K Hold
1,826
– – 0.02% 171
2021
Q4 		$64K Buy
+1,826
New +$64K 0.02% 169