Capital Planning Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $616K | Hold |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $211K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $284K | Buy |
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