Sovereign Financial Group’s iShares Gold Trust IAU Stock Holding History

Sovereign Financial Group’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.14M	Buy
2025 Q2	$887K	Sell
2025 Q1	$845K	Buy
2024 Q4	$514K	Buy
2024 Q3	$302K	Sell
2024 Q2	$270K	Buy
2024 Q1	$256K	Buy
2023 Q4	$230K	Sell
2023 Q3	$550K	Buy