CIA
Concurrent Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
96,166
+45,875
| +91% | +$2.86M | 0.12% | 188 |
|
|
2025
Q1 | $2.97M | Buy |
50,291
+19,611
| +64% | +$1.16M | 0.07% | 282 |
|
|
2024
Q4 | $1.52M | Buy |
30,680
+16,389
| +115% | +$811K | 0.04% | 387 |
|
|
2024
Q3 | $710K | Buy |
14,291
+2,577
| +22% | +$128K | 0.02% | 533 |
|
|
2024
Q2 | $515K | Buy |
11,714
+3,869
| +49% | +$170K | 0.02% | 570 |
|
|
2024
Q1 | $330K | Buy |
7,845
+436
| +6% | +$18.3K | 0.01% | 648 |
|
|
2023
Q4 | $289K | Buy |
+7,409
| New | +$289K | 0.01% | 660 |
|