SGL Investment Advisors’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
$3.11M Buy
49,909
+856
+2% +$53.3K 1.48% 30
2025
Q1
$3.06M Buy
49,053
+36,713
+298% +$2.29M 1.58% 29
2024
Q4
$676K Sell
12,340
-418
-3% -$22.9K 0.34% 60
2024
Q3
$618K Buy
+12,758
New +$618K 0.32% 66