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Custom Index Systems’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
12,698
+4,358
+52% +$272K 0.38% 80
2025
Q1
$492K Hold
8,340
0.25% 117
2024
Q4
$413K Buy
8,340
+2,551
+44% +$126K 0.22% 134
2024
Q3
$288K Sell
5,789
-4,390
-43% -$218K 0.16% 196
2024
Q2
$447K Sell
10,179
-56
-0.5% -$2.46K 0.26% 107
2024
Q1
$430K Buy
+10,235
New +$430K 0.24% 125