SAI
Savvy Advisors Inc’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Buy |
132,461
+21,656
| +20% | +$1.35M | 0.55% | 37 |
|
|
2025
Q1 | $6.53M | Buy |
110,805
+79,880
| +258% | +$4.71M | 0.66% | 29 |
|
|
2024
Q4 | $1.53M | Buy |
30,925
+9,712
| +46% | +$481K | 0.18% | 95 |
|
|
2024
Q3 | $1.05M | Buy |
21,213
+46
| +0.2% | +$2.29K | 0.21% | 95 |
|
|
2024
Q2 | $930K | Buy |
21,167
+4,862
| +30% | +$214K | 0.3% | 80 |
|
|
2024
Q1 | $685K | Buy |
16,305
+9,041
| +124% | +$380K | 0.39% | 67 |
|
|
2023
Q4 | $284K | Buy |
+7,264
| New | +$284K | 0.28% | 117 |
|