Cobblestone Capital Advisors’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 | $4.34M | Hold |
69,642
| – | – | 0.22% | 59 |
|
|
2025
Q1 | $4.11M | Buy |
69,642
+492
| +0.7% | +$29K | 0.22% | 59 |
|
|
2024
Q4 | $3.42M | Hold |
69,150
| – | – | 0.19% | 60 |
|
|
2024
Q3 | $3.44M | Hold |
69,150
| – | – | 0.19% | 58 |
|
|
2024
Q2 | $3.04M | Sell |
69,150
-1,494
| -2% | -$65.6K | 0.19% | 58 |
|
|
2024
Q1 | $2.97M | Sell |
70,644
-697
| -1% | -$29.3K | 0.19% | 58 |
|
|
2023
Q4 | $2.78M | Sell |
71,341
-406
| -0.6% | -$15.8K | 0.18% | 63 |
|
|
2023
Q3 | $2.51M | Sell |
71,747
-95
| -0.1% | -$3.32K | 0.19% | 58 |
|
|
2023
Q2 | $2.61M | Buy |
71,842
+501
| +0.7% | +$18.2K | 0.18% | 58 |
|
|
2023
Q1 | $2.67M | Hold |
71,341
| – | – | 0.2% | 58 |
|
|
2022
Q4 | $2.47M | Hold |
71,341
| – | – | 0.19% | 63 |
|
|
2022
Q3 | $2.25M | Buy |
71,341
+1,494
| +2% | +$47.1K | 0.19% | 57 |
|
|
2022
Q2 | $2.4M | Sell |
69,847
-351
| -0.5% | -$12K | 0.18% | 60 |
|
|
2022
Q1 | $2.59M | Hold |
70,198
| – | – | 0.18% | 62 |
|
|
2021
Q4 | $2.44M | Sell |
70,198
-373
| -0.5% | -$13K | 0.16% | 65 |
|
|
2021
Q3 | $2.36M | Sell |
70,571
-3
| -0% | -$100 | 0.16% | 64 |
|
|
2021
Q2 | $2.38M | Buy |
70,574
+318
| +0.5% | +$10.7K | 0.16% | 66 |
|
|
2021
Q1 | $2.29M | Buy |
70,256
+35
| +0% | +$1.14K | 0.17% | 66 |
|
|
2020
Q4 | $2.55M | Buy |
70,221
+823
| +1% | +$29.8K | 0.2% | 60 |
|
|
2020
Q3 | $2.5M | Buy |
69,398
+8,000
| +13% | +$288K | 0.22% | 57 |
|
|
2020
Q2 | $2.09M | Buy |
+61,398
| New | +$2.09M | 0.19% | 65 |
|