Southland Equity Partners’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$351K Buy
2024
Q4
Sell
2024
Q3
$692K Buy
2024
Q2
$392K Buy
2024
Q1
$373K Buy
2023
Q4
$284K Buy
2022
Q1
Sell
2021
Q4
$212K Buy