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Cobblestone Asset Management’s iShares Gold Trust IAU Stock Holding History

Cobblestone Asset Management’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
30,178
-18,699
-38% -$1.17M 0.99% 22
2025
Q1 		$2.88M Buy
48,877
+24,921
+104% +$1.47M 1.68% 20
2024
Q4 		$1.19M Buy
+23,956
New +$1.19M 0.77% 29