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CGN Advisors’s iShares Gold Trust IAU Stock Holding History

CGN Advisors’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
2026
Q2 		$556K Buy
7,360
+231
+3% +$19.6K 0.04% 220
2026
Q1 		$628K Buy
7,129
+92
+1% +$8.44K 0.05% 207
2025
Q4 		$571K Buy
7,037
+476
+7% +$37.2K 0.05% 215
2025
Q3 		$477K Buy
6,561
+309
+5% +$20.2K 0.04% 218
2025
Q2 		$390K Sell
6,252
-876
-12% -$54.3K 0.03% 235
2025
Q1 		$420K Sell
7,128
-8
-0.1% -$433 0.04% 228
2024
Q4 		$353K Buy
7,136
+2,609
+58% +$131K 0.03% 237
2024
Q3 		$225K Sell
4,527
-560
-11% -$26.2K 0.02% 266
2024
Q2 		$223K Sell
5,087
-1,120
-18% -$49.5K 0.03% 255
2024
Q1 		$261K Sell
6,207
-2,525
-29% -$99K 0.03% 230
2023
Q4 		$341K Buy
8,732
+111
+1% +$4.15K 0.05% 202
2023
Q3 		$302K Buy
8,621
+45
+0.5% +$1.64K 0.04% 213
2023
Q2 		$312K Buy
8,576
+794
+10% +$29.8K 0.04% 191
2023
Q1 		$291K Sell
7,782
-594
-7% -$21.3K 0.05% 196
2022
Q4 		$290K Sell
8,376
-826
-9% -$27.1K 0.05% 192
2022
Q3 		$290K Sell
9,202
-263
-3% -$8.62K 0.07% 190
2022
Q2 		$325K Sell
9,465
-358
-4% -$12.7K 0.09% 175
2022
Q1 		$362K Buy
9,823
+356
+4% +$12.7K 0.09% 173
2021
Q4 		$330K Buy
9,467
+161
+2% +$5.5K 0.09% 176
2021
Q3 		$311K Hold
9,306
– – 0.1% 161
2021
Q2 		$314K Buy
9,306
+82
+0.9% +$2.83K 0.1% 171
2021
Q1 		$300K Sell
9,224
-3,041
-25% -$104K 0.11% 161
2020
Q4 		$445K Buy
+12,265
New +$439K 0.18% 120

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return