SFM LLC’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
5,037
-2,379
-32% -$148K 0.2% 48
2025
Q1
$437K Buy
7,416
+365
+5% +$21.5K 0.32% 47
2024
Q4
$349K Buy
7,051
+2,100
+42% +$104K 0.25% 52
2024
Q3
$246K Hold
4,951
0.18% 53
2024
Q2
$217K Hold
4,951
0.16% 53
2024
Q1
$208K Buy
+4,951
New +$208K 0.16% 55