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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $9.53M | Buy |
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|
2024
Q2 | $8.26M | Sell |
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|
2024
Q1 | $7.95M | Buy |
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|
2023
Q4 | $6.46M | Sell |
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|
2023
Q3 | $5.8M | Buy |
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|
2023
Q2 | $5.7M | Sell |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $5.85M | Buy |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $5.34M | Buy |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $3.63M | Sell |
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|
2021
Q1 | $5.06M | Buy |
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|
2020
Q4 | $4.27M | Sell |
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|
2020
Q3 | $4.28M | Buy |
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|
2020
Q2 | $3.9M | Buy |
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $3.48M | Sell |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $859K | Buy |
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|
2018
Q3 | $660K | Sell |
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|
2018
Q2 | $682K | Sell |
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|
2018
Q1 | $870K | Sell |
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|
2017
Q4 | $975K | Sell |
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|
2017
Q3 | $954K | Buy |
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|
2017
Q2 | $941K | Buy |
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|
2017
Q1 | $701K | Buy |
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|
2016
Q4 | $120K | Buy |
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