Howard Financial Services’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Hold
2025
Q2
$396K Sell
2025
Q1
$473K Hold
2024
Q4
$397K Buy
2024
Q3
$386K Buy
2024
Q2
$332K Buy
2024
Q1
$304K Buy
2023
Q4
$268K Sell
2023
Q3
$244K Buy
2023
Q2
$250K Buy
2023
Q1
$222K Sell
2022
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$201K Buy