Woodley Farra Manion Portfolio 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
2020
Q3
Sell
-1,923
Closed -$65K 224
2020
Q2
$65K Sell
1,923
-2,573
-57% -$87K 0.01% 147
2020
Q1
$135K Buy
+4,496
New +$135K 0.02% 93