CF
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Crosspoint Financial’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Hold
17,806
2.97% 7
2025
Q1
$1.05M Buy
+17,806
New +$1.05M 3.04% 6
2024
Q3
$848K Hold
17,056
2.91% 7
2024
Q2
$749K Hold
17,056
3.06% 6
2024
Q1
$717K Hold
17,056
6.13% 6
2023
Q4
$666K Sell
17,056
-336
-2% -$13.1K 6.61% 6
2023
Q3
$609K Sell
17,392
-2,650
-13% -$92.7K 6.43% 6
2023
Q2
$729K Hold
20,042
7.42% 6
2023
Q1
$749K Hold
20,042
8.07% 5
2022
Q4
$693K Buy
+20,042
New +$693K 7.63% 6