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 |
|