Capital Advisors Inc’s iShares Gold Trust IAU Stock Holding History

Capital Advisors Inc’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.56M	Buy
2025 Q2	$2.95M	Buy
2025 Q1	$836K	Sell
2024 Q4	$704K	Buy
2024 Q3	$545K	Buy
2024 Q2	$468K	Buy
2024 Q1	$392K	Buy
2022 Q2	–	Sell
2022 Q1	$264K	Buy