Concorde Asset Management’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 Q1	$232K	Buy	+3,976	New	+$232K	0.13%	148
2021 Q1	–	Sell	-7,436	Closed	-$269K	–	220
2020 Q4	$269K	Sell	7,436 -2,490	-25%	-$90.1K	0.15%	113
2020 Q3	$358K	Buy	+9,926	New	+$358K	0.2%	119