SFS
Sowell Financial Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
201,779
-17,598
| -8% | -$1.1M | 0.51% | 33 |
|
|
2025
Q1 | $12.9M | Buy |
219,377
+501
| +0.2% | +$29.5K | 0.59% | 28 |
|
|
2024
Q4 | $10.8M | Buy |
218,876
+27,088
| +14% | +$1.34M | 0.57% | 35 |
|
|
2024
Q3 | $9.53M | Buy |
191,788
+3,728
| +2% | +$185K | 0.44% | 48 |
|
|
2024
Q2 | $8.26M | Sell |
188,060
-1,172
| -0.6% | -$51.5K | 0.39% | 55 |
|
|
2024
Q1 | $7.95M | Buy |
189,232
+23,850
| +14% | +$1M | 0.38% | 67 |
|
|
2023
Q4 | $6.46M | Sell |
165,382
-502
| -0.3% | -$19.6K | 0.35% | 73 |
|
|
2023
Q3 | $5.8M | Buy |
165,884
+9,215
| +6% | +$322K | 0.36% | 69 |
|
|
2023
Q2 | $5.7M | Sell |
156,669
-4,310
| -3% | -$157K | 0.32% | 75 |
|
|
2023
Q1 | $6.02M | Buy |
160,979
+40,303
| +33% | +$1.51M | 0.46% | 41 |
|
|
2022
Q4 | $4.17M | Buy |
120,676
+23,272
| +24% | +$805K | 0.27% | 98 |
|
|
2022
Q3 | $3.07M | Sell |
97,404
-73,059
| -43% | -$2.3M | 0.31% | 92 |
|
|
2022
Q2 | $5.85M | Buy |
170,463
+66,215
| +64% | +$2.27M | 0.54% | 38 |
|
|
2022
Q1 | $3.79M | Sell |
104,248
-49,226
| -32% | -$1.79M | 0.66% | 28 |
|
|
2021
Q4 | $5.34M | Buy |
153,474
+8,968
| +6% | +$312K | 0.31% | 70 |
|
|
2021
Q3 | $4.83M | Buy |
144,506
+36,807
| +34% | +$1.23M | 0.33% | 73 |
|
|
2021
Q2 | $3.63M | Sell |
107,699
-185,028
| -63% | -$6.24M | 0.24% | 120 |
|
|
2021
Q1 | $5.06M | Buy |
292,727
+57,070
| +24% | +$987K | 0.18% | 120 |
|
|
2020
Q4 | $4.27M | Sell |
235,657
-2,227
| -0.9% | -$40.4K | 0.18% | 114 |
|
|
2020
Q3 | $4.28M | Buy |
237,884
+8,296
| +4% | +$149K | 0.21% | 103 |
|
|
2020
Q2 | $3.9M | Buy |
229,588
+48,639
| +27% | +$826K | 0.21% | 106 |
|
|
2020
Q1 | $2.73M | Sell |
180,949
-58,755
| -25% | -$885K | 0.2% | 117 |
|
|
2019
Q4 | $3.48M | Sell |
239,704
-63,726
| -21% | -$924K | 0.26% | 80 |
|
|
2019
Q3 | $4.28M | Buy |
+303,430
| New | +$4.28M | 0.35% | 59 |
|
|
2019
Q1 | $2.54M | Buy |
204,883
+134,987
| +193% | +$1.67M | 0.28% | 79 |
|
|
2018
Q4 | $859K | Buy |
69,896
+12,141
| +21% | +$149K | 0.12% | 182 |
|
|
2018
Q3 | $660K | Sell |
57,755
-1,850
| -3% | -$21.1K | 0.1% | 161 |
|
|
2018
Q2 | $682K | Sell |
59,605
-9,855
| -14% | -$113K | 0.14% | 138 |
|
|
2018
Q1 | $870K | Sell |
69,460
-7,000
| -9% | -$87.7K | 0.22% | 104 |
|
|
2017
Q4 | $975K | Sell |
76,460
-1,400
| -2% | -$17.9K | 0.24% | 98 |
|
|
2017
Q3 | $954K | Buy |
77,860
+229
| +0.3% | +$2.81K | 0.25% | 90 |
|
|
2017
Q2 | $941K | Buy |
77,631
+19,738
| +34% | +$239K | 0.27% | 87 |
|
|
2017
Q1 | $701K | Buy |
57,893
+47,796
| +473% | +$579K | 0.21% | 112 |
|
|
2016
Q4 | $120K | Buy |
+10,097
| New | +$120K | 0.04% | 246 |
|