CFS Investment Advisory Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
4,884
-41
| -0.8% | -$2.56K | 0.03% | 275 |
|
|
2025
Q1 | $290K | Buy |
4,925
+855
| +21% | +$50.3K | 0.03% | 267 |
|
|
2024
Q4 | $202K | Buy |
+4,070
| New | +$202K | 0.02% | 293 |
|
|
2022
Q2 | – | Sell |
-48,689
| Closed | -$1K | – | 351 |
|
|
2022
Q1 | $1K | Buy |
+48,689
| New | +$1K | ﹤0.01% | 355 |
|
|
2020
Q4 | $2.12M | Buy |
+58,507
| New | +$2.12M | 0.34% | 65 |
|