Sowa 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 | $25M | Sell |
401,181
-104,530
| -21% | -$6.52M | 15.62% | 2 |
|
|
2025
Q1 | $29.8M | Sell |
505,711
-2,880
| -0.6% | -$170K | 19.58% | 1 |
|
|
2024
Q4 | $25.2M | Buy |
508,591
+79,616
| +19% | +$3.94M | 15.77% | 2 |
|
|
2024
Q3 | $21.3M | Sell |
428,975
-22,770
| -5% | -$1.13M | 13.47% | 2 |
|
|
2024
Q2 | $19.8M | Sell |
451,745
-33,425
| -7% | -$1.47M | 15.03% | 2 |
|
|
2024
Q1 | $18.9M | Hold |
485,170
| – | – | 15.45% | 2 |
|
|
2023
Q4 | $18.9M | Sell |
485,170
-4,105
| -0.8% | -$160K | 15.45% | 2 |
|
|
2023
Q3 | $17.1M | Sell |
489,275
-8,230
| -2% | -$288K | 12.86% | 2 |
|
|
2023
Q2 | $18.1M | Sell |
497,505
-4,372
| -0.9% | -$159K | 12.41% | 2 |
|
|
2023
Q1 | $18.8M | Sell |
501,877
-7,618
| -1% | -$285K | 13.43% | 2 |
|
|
2022
Q4 | $17.6M | Sell |
509,495
-14,147
| -3% | -$489K | 13.16% | 2 |
|
|
2022
Q3 | $16.5M | Sell |
523,642
-7,812
| -1% | -$246K | 13.04% | 2 |
|
|
2022
Q2 | $18.2M | Buy |
531,454
+1,687
| +0.3% | +$57.9K | 13.9% | 1 |
|
|
2022
Q1 | $19.5M | Sell |
529,767
-2,388
| -0.4% | -$87.9K | 11.7% | 2 |
|
|
2021
Q4 | $18.5M | Sell |
532,155
-37
| -0% | -$1.29K | 10.85% | 2 |
|
|
2021
Q3 | $17.8M | Buy |
+532,192
| New | +$17.8M | 11.54% | 1 |
|
|
2021
Q2 | – | Sell |
-534,253
| Closed | -$17.4M | – | 72 |
|
|
2021
Q1 | $17.4M | Buy |
534,253
+4,813
| +0.9% | +$157K | 12.24% | 1 |
|
|
2020
Q4 | $19.2M | Buy |
529,440
+27,640
| +6% | +$1M | 12.93% | 1 |
|
|
2020
Q3 | $18.1M | Buy |
501,800
+46,972
| +10% | +$1.69M | 12.94% | 1 |
|
|
2020
Q2 | $15.5M | Buy |
454,828
+9,088
| +2% | +$309K | 11.69% | 1 |
|
|
2020
Q1 | $13.4M | Buy |
445,740
+118,395
| +36% | +$3.57M | 11.82% | 1 |
|
|
2019
Q4 | $9.49M | Buy |
+327,345
| New | +$9.49M | 7.73% | 1 |
|