SVWAG
Sound View Wealth Advisors Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
28,562
+104
| +0.4% | +$6.49K | 0.13% | 138 |
|
|
2025
Q1 | $1.68M | Hold |
28,458
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $1.41M | Hold |
28,458
| – | – | 0.11% | 149 |
|
|
2024
Q3 | $1.41M | Buy |
28,458
+3,241
| +13% | +$161K | 0.12% | 152 |
|
|
2024
Q2 | $1.11M | Hold |
25,217
| – | – | 0.11% | 154 |
|
|
2024
Q1 | $1.06M | Sell |
25,217
-3,079
| -11% | -$129K | 0.11% | 157 |
|
|
2023
Q4 | $1.1M | Buy |
28,296
+2,918
| +11% | +$114K | 0.12% | 149 |
|
|
2023
Q3 | $888K | Hold |
25,378
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $924K | Hold |
25,378
| – | – | 0.12% | 158 |
|
|
2023
Q1 | $948K | Sell |
25,378
-2,918
| -10% | -$109K | 0.13% | 154 |
|
|
2022
Q4 | $1.1M | Buy |
+28,296
| New | +$1.1M | 0.12% | 149 |
|
|
2021
Q3 | – | Sell |
-9,225
| Closed | -$311K | – | 290 |
|
|
2021
Q2 | $311K | Sell |
9,225
-9,225
| -50% | -$311K | 0.07% | 230 |
|
|
2021
Q1 | $300K | Hold |
18,450
| – | – | 0.07% | 220 |
|
|
2020
Q4 | $334K | Hold |
18,450
| – | – | 0.08% | 189 |
|
|
2020
Q3 | $332K | Hold |
18,450
| – | – | 0.09% | 182 |
|
|
2020
Q2 | $313K | Hold |
18,450
| – | – | 0.09% | 179 |
|
|
2020
Q1 | $278K | Hold |
18,450
| – | – | 0.1% | 172 |
|
|
2019
Q4 | $268K | Hold |
18,450
| – | – | 0.08% | 206 |
|
|
2019
Q3 | $260K | Hold |
18,450
| – | – | 0.08% | 210 |
|
|
2019
Q2 | $249K | Buy |
+18,450
| New | +$249K | 0.07% | 220 |
|