COWA LLC’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 | $3.09M | Sell |
49,454
-900
| -2% | -$56.2K | 1.18% | 26 |
|
|
2025
Q1 | $2.97M | Sell |
50,354
-2,954
| -6% | -$174K | 1.27% | 23 |
|
|
2024
Q4 | $2.64M | Sell |
53,308
-5,049
| -9% | -$250K | 1.22% | 28 |
|
|
2024
Q3 | $2.9M | Sell |
58,357
-4,225
| -7% | -$210K | 1.38% | 20 |
|
|
2024
Q2 | $2.75M | Sell |
62,582
-18,496
| -23% | -$813K | 1.47% | 19 |
|
|
2024
Q1 | $3.41M | Buy |
81,078
+2,997
| +4% | +$126K | 2.01% | 15 |
|
|
2023
Q4 | $3.05M | Sell |
78,081
-3,472
| -4% | -$136K | 1.9% | 15 |
|
|
2023
Q3 | $2.85M | Buy |
81,553
+4,057
| +5% | +$142K | 1.93% | 14 |
|
|
2023
Q2 | $2.82M | Sell |
77,496
-2,177
| -3% | -$79.2K | 1.86% | 17 |
|
|
2023
Q1 | $2.98M | Sell |
79,673
-6,804
| -8% | -$254K | 2.43% | 12 |
|
|
2022
Q4 | $2.99M | Buy |
86,477
+6,625
| +8% | +$229K | 1.86% | 20 |
|
|
2022
Q3 | $2.52M | Sell |
79,852
-22,469
| -22% | -$709K | 1.66% | 19 |
|
|
2022
Q2 | $3.51M | Buy |
102,321
+4,835
| +5% | +$166K | 2.02% | 16 |
|
|
2022
Q1 | $3.59M | Buy |
97,486
+2,688
| +3% | +$99K | 1.78% | 17 |
|
|
2021
Q4 | $3.3M | Sell |
94,798
-6,146
| -6% | -$214K | 1.66% | 16 |
|
|
2021
Q3 | $3.37M | Sell |
100,944
-24,914
| -20% | -$832K | 1.93% | 17 |
|
|
2021
Q2 | $4.26M | Buy |
125,858
+1,593
| +1% | +$53.9K | 2.65% | 10 |
|
|
2021
Q1 | $4.13M | Sell |
124,265
-24,853
| -17% | -$826K | 2.48% | 11 |
|
|
2020
Q4 | $5.26M | Buy |
+149,118
| New | +$5.26M | 4% | 5 |
|