Compass Financial Group (Florida)’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 | $2.85M | Sell |
45,700
-374
| -0.8% | -$23.3K | 1.43% | 21 |
|
|
2025
Q1 | $2.72M | Sell |
46,074
-311
| -0.7% | -$18.3K | 1.4% | 22 |
|
|
2024
Q4 | $2.3M | Sell |
46,385
-3,282
| -7% | -$162K | 1.1% | 26 |
|
|
2024
Q3 | $2.47M | Sell |
49,667
-11
| -0% | -$547 | 1.14% | 26 |
|
|
2024
Q2 | $2.24M | Sell |
49,678
-1,187
| -2% | -$53.6K | 1.12% | 24 |
|
|
2024
Q1 | $2.14M | Sell |
50,865
-1,137
| -2% | -$47.8K | 1.14% | 24 |
|
|
2023
Q4 | $2.03M | Sell |
52,002
-692
| -1% | -$27K | 1.14% | 25 |
|
|
2023
Q3 | $1.84M | Buy |
52,694
+448
| +0.9% | +$15.7K | 1.12% | 25 |
|
|
2023
Q2 | $1.9M | Sell |
52,246
-469
| -0.9% | -$17.1K | 1.16% | 24 |
|
|
2023
Q1 | $1.97M | Buy |
52,715
+198
| +0.4% | +$7.4K | 1.24% | 22 |
|
|
2022
Q4 | $1.82M | Sell |
52,517
-28
| -0.1% | -$969 | 1.18% | 22 |
|
|
2022
Q3 | $1.66M | Sell |
52,545
-1,293
| -2% | -$40.8K | 1.11% | 22 |
|
|
2022
Q2 | $1.85M | Buy |
53,838
+230
| +0.4% | +$7.89K | 1.18% | 21 |
|
|
2022
Q1 | $1.97M | Buy |
53,608
+99
| +0.2% | +$3.65K | 1.18% | 22 |
|
|
2021
Q4 | $1.86M | Buy |
53,509
+568
| +1% | +$19.8K | 0.93% | 26 |
|
|
2021
Q3 | $1.77M | Sell |
52,941
-499
| -0.9% | -$16.7K | 0.97% | 26 |
|
|
2021
Q2 | $1.8M | Sell |
53,440
-824
| -2% | -$27.8K | 0.93% | 26 |
|
|
2021
Q1 | $1.77M | Sell |
54,264
-1,614
| -3% | -$52.5K | 1% | 24 |
|
|
2020
Q4 | $2.03M | Buy |
55,878
+535
| +1% | +$19.4K | 1.22% | 22 |
|
|
2020
Q3 | $1.99M | Buy |
55,343
+269
| +0.5% | +$9.68K | 1.45% | 21 |
|
|
2020
Q2 | $1.87M | Buy |
55,074
+24,322
| +79% | +$826K | 1.57% | 16 |
|
|
2020
Q1 | $927K | Buy |
+30,752
| New | +$927K | 1.11% | 14 |
|