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

TPB Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$10M	Buy
2022 Q4	$5.42M	Sell
2022 Q3	$4.91M	Buy
2022 Q2	$5.2M	Buy
2022 Q1	$3.3M	Buy
2021 Q2	–	Sell
2021 Q1	$1.6M	Buy
2020 Q4	$1.6M	Buy