Coppell Advisory Solutions’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 | $1.62M | Buy |
26,206
+3,403
| +15% | +$210K | 0.19% | 118 |
|
|
2025
Q1 | $2.01M | Buy |
22,803
+20,145
| +758% | +$1.78M | 0.28% | 79 |
|
|
2024
Q4 | $131K | Buy |
2,658
+2,225
| +514% | +$110K | 0.02% | 366 |
|
|
2024
Q3 | $21.7K | Sell |
433
-874
| -67% | -$43.8K | ﹤0.01% | 841 |
|
|
2024
Q2 | $57.4K | Buy |
+1,307
| New | +$57.4K | 0.01% | 463 |
|
|
2023
Q4 | $192K | Buy |
4,924
+4,759
| +2,884% | +$186K | 0.04% | 271 |
|
|
2023
Q3 | $5.71K | Sell |
165
-69
| -29% | -$2.39K | ﹤0.01% | 697 |
|
|
2023
Q2 | $8.45K | Buy |
+234
| New | +$8.45K | ﹤0.01% | 733 |
|
|
2023
Q1 | – | Sell |
-165
| Closed | -$5.71K | – | 613 |
|
|
2022
Q4 | $5.71K | Buy |
+165
| New | +$5.71K | ﹤0.01% | 701 |
|