West Financial 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
2022
Q4
Sell
-146
Closed -$5K 181
2022
Q3
$5K Buy
+146
New +$5K ﹤0.01% 149
2022
Q1
Sell
-1,577
Closed -$55K 187
2021
Q4
$55K Buy
+1,577
New +$55K 0.01% 104