CPL
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Capital & Planning LLC’s iShares Gold Trust IAU Stock Holding History

Capital & Planning LLC’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 		$553K Buy
8,860
+4,125
+87% +$257K 0.38% 30
2025
Q1 		$279K Buy
4,735
+1,270
+37% +$74.9K 0.21% 32
2024
Q4 		$172K Buy
+3,465
New +$172K 0.13% 36