SEA
Stegent Equity Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
7,832
| – | – | 0.43% | 69 |
|
|
2025
Q1 | $462K | Hold |
7,832
| – | – | 0.47% | 63 |
|
|
2024
Q4 | $388K | Hold |
7,832
| – | – | 0.39% | 66 |
|
|
2024
Q3 | $389K | Sell |
7,832
-192
| -2% | -$9.54K | 0.43% | 59 |
|
|
2024
Q2 | $352K | Sell |
8,024
-274
| -3% | -$12K | 0.37% | 54 |
|
|
2024
Q1 | $349K | Sell |
8,298
-55
| -0.7% | -$2.31K | 0.35% | 59 |
|
|
2023
Q4 | $326K | Sell |
8,353
-124
| -1% | -$4.84K | 0.39% | 52 |
|
|
2023
Q3 | $297K | Sell |
8,477
-33
| -0.4% | -$1.16K | 0.37% | 53 |
|
|
2023
Q2 | $310K | Hold |
8,510
| – | – | 0.35% | 53 |
|
|
2023
Q1 | $318K | Hold |
8,510
| – | – | 0.32% | 53 |
|
|
2022
Q4 | $294K | Sell |
8,510
-4
| -0% | -$138 | 0.35% | 54 |
|
|
2022
Q3 | $268K | Buy |
+8,514
| New | +$268K | 0.4% | 52 |
|