Cornerstone Planning Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.73M | Buy |
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|
2025
Q2 | $62K | Sell |
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|
2025
Q1 | $81.9K | Buy |
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|
2024
Q4 | $57.6K | Buy |
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|
2024
Q3 | $49.2K | Hold |
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|
2024
Q2 | $42.8K | Hold |
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|
2024
Q1 | $40.9K | Sell |
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|
2023
Q4 | $39.3K | Sell |
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|
2023
Q3 | $36.1K | Hold |
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|
2023
Q2 | $37.6K | Buy |
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|
2022
Q4 | $27K | Buy |
|