Sowell Financial Services’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
Q2 | $6.78M | Sell |
89,851
-64,301
| -42% | -$5.46M | 0.22% | 100 |
|
|
2026
Q1 | $13.6M | Sell |
154,152
-50,431
| -25% | -$4.63M | 0.5% | 34 |
|
|
2025
Q4 | $16.6M | Sell |
204,583
-2,445
| -1% | -$191K | 0.61% | 25 |
|
|
2025
Q3 | $15.1M | Buy |
207,028
+5,249
| +3% | +$342K | 0.58% | 26 |
|
|
2025
Q2 | $12.6M | Sell |
201,779
-17,598
| -8% | -$1.09M | 0.51% | 33 |
|
|
2025
Q1 | $12.9M | Buy |
219,377
+501
| +0.2% | +$27.1K | 0.59% | 28 |
|
|
2024
Q4 | $10.8M | Buy |
218,876
+27,088
| +14% | +$1.36M | 0.57% | 35 |
|
|
2024
Q3 | $9.53M | Buy |
191,788
+3,728
| +2% | +$175K | 0.44% | 48 |
|
|
2024
Q2 | $8.26M | Sell |
188,060
-1,172
| -0.6% | -$51.8K | 0.39% | 55 |
|
|
2024
Q1 | $7.95M | Buy |
189,232
+23,850
| +14% | +$935K | 0.38% | 67 |
|
|
2023
Q4 | $6.46M | Sell |
165,382
-502
| -0.3% | -$18.8K | 0.35% | 73 |
|
|
2023
Q3 | $5.8M | Buy |
165,884
+9,215
| +6% | +$336K | 0.36% | 69 |
|
|
2023
Q2 | $5.7M | Sell |
156,669
-4,310
| -3% | -$162K | 0.32% | 75 |
|
|
2023
Q1 | $6.02M | Buy |
160,979
+40,303
| +33% | +$1.45M | 0.46% | 41 |
|
|
2022
Q4 | $4.17M | Buy |
120,676
+23,272
| +24% | +$764K | 0.27% | 98 |
|
|
2022
Q3 | $3.07M | Sell |
97,404
-73,059
| -43% | -$2.39M | 0.31% | 92 |
|
|
2022
Q2 | $5.85M | Buy |
170,463
+66,215
| +64% | +$2.36M | 0.54% | 38 |
|
|
2022
Q1 | $3.79M | Sell |
104,248
-49,226
| -32% | -$1.76M | 0.66% | 28 |
|
|
2021
Q4 | $5.34M | Buy |
153,474
+8,968
| +6% | +$306K | 0.31% | 70 |
|
|
2021
Q3 | $4.83M | Buy |
144,506
+36,807
| +34% | +$1.25M | 0.33% | 73 |
|
|
2021
Q2 | $3.63M | Sell |
107,699
-38,665
| -26% | -$1.34M | 0.24% | 120 |
|
|
2021
Q1 | $5.06M | Buy |
146,364
+28,535
| +24% | +$975K | 0.18% | 120 |
|
|
2020
Q4 | $4.27M | Sell |
117,829
-1,113
| -0.9% | -$39.8K | 0.18% | 114 |
|
|
2020
Q3 | $4.28M | Buy |
118,942
+4,148
| +4% | +$151K | 0.21% | 103 |
|
|
2020
Q2 | $3.9M | Buy |
114,794
+24,319
| +27% | +$797K | 0.21% | 106 |
|
|
2020
Q1 | $2.73M | Sell |
90,475
-29,377
| -25% | -$888K | 0.2% | 117 |
|
|
2019
Q4 | $3.48M | Sell |
119,852
-31,863
| -21% | -$904K | 0.26% | 80 |
|
|
2019
Q3 | $4.28M | Buy |
+151,715
| New | +$4.28M | 0.35% | 59 |
|
|
2019
Q1 | $2.54M | Buy |
102,442
+67,494
| +193% | +$1.69M | 0.28% | 79 |
|
|
2018
Q4 | $859K | Buy |
34,948
+6,070
| +21% | +$143K | 0.12% | 182 |
|
|
2018
Q3 | $660K | Sell |
28,878
-925
| -3% | -$21.5K | 0.1% | 161 |
|
|
2018
Q2 | $682K | Sell |
29,803
-4,927
| -14% | -$124K | 0.14% | 138 |
|
|
2018
Q1 | $870K | Sell |
34,730
-3,500
| -9% | -$89.4K | 0.22% | 104 |
|
|
2017
Q4 | $975K | Sell |
38,230
-700
| -2% | -$17.2K | 0.24% | 98 |
|
|
2017
Q3 | $954K | Buy |
38,930
+114
| +0.3% | +$2.8K | 0.25% | 90 |
|
|
2017
Q2 | $941K | Buy |
38,816
+9,869
| +34% | +$239K | 0.27% | 87 |
|
|
2017
Q1 | $701K | Buy |
28,947
+23,898
| +473% | +$562K | 0.21% | 112 |
|
|
2016
Q4 | $120K | Buy |
+5,049
| New | +$118K | 0.04% | 246 |
|
Other funds holding IAU
Sowell Financial Services's IAU Position: Q2 2026 in Review
Sowell Financial Services reduced its iShares Gold Trust (IAU) stake by 42% in Q2 2026, selling an estimated $5.46M and leaving 89,851 shares worth $6.78M. The position accounts for 0.22% of the portfolio, ranked #100.
Sowell Financial Services first reported a position in IAU in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.6M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Sowell Financial Services held 89,851 shares of iShares Gold Trust worth $6.78M as of Q2 2026.
- Sowell Financial Services sold 64,301 iShares Gold Trust shares in Q2 2026, an estimated $5.46M.
- iShares Gold Trust made up 0.22% of Sowell Financial Services's portfolio in Q2 2026, its #100 holding.
- Sowell Financial Services first reported a position in iShares Gold Trust in Q4 2016 and has held it in 38 quarters since.
- Sowell Financial Services's iShares Gold Trust position peaked at $16.6M in Q4 2025.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.