CIA
Compass Ion Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
8,276
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $488K | Hold |
8,276
| – | – | 0.06% | 166 |
|
|
2024
Q4 | $410K | Buy |
8,276
+761
| +10% | +$37.7K | 0.05% | 182 |
|
|
2024
Q3 | $373K | Buy |
+7,515
| New | +$373K | 0.05% | 192 |
|
|
2021
Q4 | – | Sell |
-9,938
| Closed | -$332K | – | 103 |
|
|
2021
Q3 | $332K | Buy |
9,938
+6
| +0.1% | +$200 | 0.12% | 64 |
|
|
2021
Q2 | $335K | Sell |
9,932
-9,955
| -50% | -$336K | 0.13% | 60 |
|
|
2021
Q1 | $323K | Sell |
19,887
-2,966
| -13% | -$48.2K | 0.13% | 63 |
|
|
2020
Q4 | $414K | Buy |
22,853
+11,977
| +110% | +$217K | 0.16% | 46 |
|
|
2020
Q3 | $196K | Buy |
+10,876
| New | +$196K | 0.12% | 75 |
|