Cornerstone Planning 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 | $62K | Sell |
973
-345
| -26% | -$22K | 0.01% | 207 |
|
|
2025
Q1 | $81.9K | Buy |
1,318
+206
| +19% | +$12.8K | 0.02% | 164 |
|
|
2024
Q4 | $57.6K | Buy |
1,112
+172
| +18% | +$8.9K | 0.01% | 169 |
|
|
2024
Q3 | $49.2K | Hold |
940
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $42.8K | Hold |
940
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $40.9K | Sell |
940
-68
| -7% | -$2.96K | 0.01% | 196 |
|
|
2023
Q4 | $39.3K | Sell |
1,008
-25
| -2% | -$976 | 0.01% | 217 |
|
|
2023
Q3 | $36.1K | Hold |
1,033
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $37.6K | Buy |
+1,033
| New | +$37.6K | 0.01% | 296 |
|
|
2022
Q4 | $27K | Buy |
+736
| New | +$27K | 0.01% | 368 |
|