Compass Financial Group (Florida)’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $927K | Buy |
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