Compass Financial Services’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
$21.9K Sell
351
-203
-37% -$12.7K 0.01% 149
2025
Q1
$32.7K Hold
554
0.02% 109
2024
Q4
$27.4K Buy
+554
New +$27.4K 0.02% 91