Sovereign Financial Group’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 | $887K | Sell |
14,226
-101
| -0.7% | -$6.3K | 0.18% | 104 |
|
|
2025
Q1 | $845K | Buy |
14,327
+3,941
| +38% | +$232K | 0.19% | 101 |
|
|
2024
Q4 | $514K | Buy |
10,386
+4,303
| +71% | +$213K | 0.12% | 157 |
|
|
2024
Q3 | $302K | Sell |
6,083
-69
| -1% | -$3.43K | 0.07% | 227 |
|
|
2024
Q2 | $270K | Buy |
6,152
+70
| +1% | +$3.08K | 0.07% | 227 |
|
|
2024
Q1 | $256K | Buy |
6,082
+189
| +3% | +$7.94K | 0.07% | 235 |
|
|
2023
Q4 | $230K | Sell |
5,893
-9,839
| -63% | -$384K | 0.07% | 220 |
|
|
2023
Q3 | $550K | Buy |
+15,732
| New | +$550K | 0.2% | 109 |
|