CAM
CPA Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
264,063
+467
| +0.2% | +$29.1K | 6.92% | 4 |
|
|
2025
Q1 | $15.5M | Buy |
263,596
+4,350
| +2% | +$256K | 6.84% | 4 |
|
|
2024
Q4 | $12.8M | Sell |
259,246
-591
| -0.2% | -$29.3K | 5.97% | 5 |
|
|
2024
Q3 | $12.9M | Buy |
259,837
+16,684
| +7% | +$829K | 6.24% | 5 |
|
|
2024
Q2 | $10.7M | Buy |
243,153
+45,438
| +23% | +$2M | 5.72% | 5 |
|
|
2024
Q1 | $8.31M | Sell |
197,715
-20,537
| -9% | -$863K | 4.65% | 6 |
|
|
2023
Q4 | $8.52M | Buy |
218,252
+61,371
| +39% | +$2.4M | 5.18% | 6 |
|
|
2023
Q3 | $5.49M | Sell |
156,881
-109
| -0.1% | -$3.81K | 3.85% | 7 |
|
|
2023
Q2 | $5.71M | Sell |
156,990
-1,045
| -0.7% | -$38K | 4.1% | 7 |
|
|
2023
Q1 | $5.91M | Sell |
158,035
-391
| -0.2% | -$14.6K | 4.41% | 7 |
|
|
2022
Q4 | $5.48M | Buy |
+158,426
| New | +$5.48M | 4.19% | 6 |
|