CWP
Cyndeo Wealth Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
279,466
-57
| -0% | -$3.56K | 1.03% | 20 |
|
|
2025
Q1 | $16.5M | Sell |
279,523
-11,686
| -4% | -$689K | 1.08% | 19 |
|
|
2024
Q4 | $14.4M | Sell |
291,209
-21,133
| -7% | -$1.05M | 0.97% | 23 |
|
|
2024
Q3 | $15.5M | Buy |
312,342
+3,766
| +1% | +$187K | 1.08% | 21 |
|
|
2024
Q2 | $13.6M | Sell |
308,576
-428
| -0.1% | -$18.8K | 1.06% | 18 |
|
|
2024
Q1 | $13M | Sell |
309,004
-8,358
| -3% | -$351K | 1.08% | 17 |
|
|
2023
Q4 | $12.4M | Buy |
317,362
+6,487
| +2% | +$253K | 1.15% | 17 |
|
|
2023
Q3 | $10.9M | Buy |
310,875
+319
| +0.1% | +$11.2K | 1.13% | 19 |
|
|
2023
Q2 | $11.3M | Sell |
310,556
-2,191
| -0.7% | -$79.7K | 1.18% | 19 |
|
|
2023
Q1 | $11.7M | Buy |
312,747
+4,106
| +1% | +$153K | 1.26% | 14 |
|
|
2022
Q4 | $10.7M | Buy |
+308,641
| New | +$10.7M | 1.25% | 11 |
|