Compass Ion Advisors’s iShares Gold Trust IAU Stock Holding History

Compass Ion Advisors’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Hold
2025 Q1	$488K	Hold
2024 Q4	$410K	Buy
2024 Q3	$373K	Buy
2021 Q4	–	Sell
2021 Q3	$332K	Buy
2021 Q2	$335K	Sell
2021 Q1	$323K	Sell
2020 Q4	$414K	Buy
2020 Q3	$196K	Buy