CWS
Cypress Wealth Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
42,723
-3,325
| -7% | -$207K | 0.48% | 45 |
|
|
2025
Q1 | $2.71M | Buy |
46,048
+19,538
| +74% | +$1.15M | 0.55% | 41 |
|
|
2024
Q4 | $1.31M | Buy |
26,510
+18,825
| +245% | +$932K | 0.26% | 70 |
|
|
2024
Q3 | $382K | Buy |
+7,685
| New | +$382K | 0.08% | 184 |
|