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Clear Point Advisors’s iShares Gold Trust IAU Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-582
Closed -$28.9K – 306
2024
Q3 		$28.9K Hold
582
– – 0.02% 253
2024
Q2 		$25.6K Hold
582
– – 0.02% 249
2024
Q1 		$24.5K Hold
582
– – 0.02% 265
2023
Q4 		$22.7K Buy
+582
New +$22.7K 0.02% 257