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

Capital Performance Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
4,113
-387
-9% -$24.1K 0.05% 193
2025
Q1 		$265K Buy
+4,500
New +$265K 0.06% 177