Compton Wealth Advisory Group’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 | $314K | Hold |
5,039
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $297K | Sell |
5,039
-14,876
| -75% | -$877K | 0.08% | 74 |
|
|
2024
Q4 | $986K | Sell |
19,915
-1,825
| -8% | -$90.4K | 0.25% | 57 |
|
|
2024
Q3 | $1.08M | Buy |
21,740
+110
| +0.5% | +$5.47K | 0.27% | 58 |
|
|
2024
Q2 | $950K | Hold |
21,630
| – | – | 0.25% | 58 |
|
|
2024
Q1 | $909K | Buy |
+21,630
| New | +$909K | 0.25% | 60 |
|