Compass Ion Advisors’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
Q4 | $673K | Buy |
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|
2025
Q3 | $602K | Hold |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $196K | Buy |
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