Sovereign Financial Group’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
2026 Q1	$919K	Sell	10,424 -7,946	-43%	-$729K	0.16%	122
2025 Q4	$1.49M	Buy	18,370 +2,705	+17%	+$212K	0.26%	70
2025 Q3	$1.14M	Buy	15,665 +1,439	+10%	+$93.9K	0.21%	86
2025 Q2	$887K	Sell	14,226 -101	-0.7%	-$6.26K	0.18%	104
2025 Q1	$845K	Buy	14,327 +3,941	+38%	+$213K	0.19%	101
2024 Q4	$514K	Buy	10,386 +4,303	+71%	+$216K	0.12%	157
2024 Q3	$302K	Sell	6,083 -69	-1%	-$3.23K	0.07%	227
2024 Q2	$270K	Buy	6,152 +70	+1%	+$3.09K	0.07%	227
2024 Q1	$256K	Buy	6,082 +189	+3%	+$7.41K	0.07%	235
2023 Q4	$230K	Sell	5,893 -9,839	-63%	-$368K	0.07%	220
2023 Q3	$550K	Buy	+15,732	New	+$574K	0.2%	109