A detailed history of Compass Financial Services Inc transactions in Ishares Gold Trust stock. As of the latest transaction made, Compass Financial Services Inc holds 351 shares of IAU stock, worth $26,377. This represents 0.01% of its overall portfolio holdings.

Number of Shares
351
Previous 554 36.64%
Holding current value
$26,377
Previous $32.7 Million 32.99%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$56.1 - $64.74 $11,388 - $13,142
-203 Reduced 36.64%
351 $21.9 Million
Q4 2024

Jan 28, 2025

BUY
$48.37 - $52.65 $26,796 - $29,168
554 New
554 $27.4 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $63.7B
More about IAU
Track This Portfolio

Track Compass Financial Services Inc Portfolio

Follow Compass Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.