SWP
Stratos Wealth Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
208,161
+25,511
| +14% | +$1.59M | 0.18% | 119 |
|
|
2025
Q1 | $10.8M | Buy |
182,650
+37,102
| +25% | +$2.19M | 0.16% | 127 |
|
|
2024
Q4 | $7.21M | Sell |
145,548
-13,009
| -8% | -$644K | 0.1% | 205 |
|
|
2024
Q3 | $7.88M | Buy |
158,557
+7,260
| +5% | +$361K | 0.11% | 187 |
|
|
2024
Q2 | $6.65M | Sell |
151,297
-7,643
| -5% | -$336K | 0.11% | 195 |
|
|
2024
Q1 | $6.68M | Sell |
158,940
-36,939
| -19% | -$1.55M | 0.11% | 195 |
|
|
2023
Q4 | $7.65M | Sell |
195,879
-24,747
| -11% | -$966K | 0.14% | 155 |
|
|
2023
Q3 | $7.72M | Sell |
220,626
-23,041
| -9% | -$806K | 0.17% | 134 |
|
|
2023
Q2 | $8.87M | Buy |
243,667
+113,852
| +88% | +$4.14M | 0.2% | 110 |
|
|
2023
Q1 | $4.85M | Sell |
129,815
-134,307
| -51% | -$5.02M | 0.13% | 164 |
|
|
2022
Q4 | $9.14M | Sell |
264,122
-7,373
| -3% | -$255K | 0.23% | 94 |
|
|
2022
Q3 | $8.56M | Sell |
271,495
-841,438
| -76% | -$26.5M | 0.24% | 87 |
|
|
2022
Q2 | $38.2M | Buy |
1,112,933
+28,583
| +3% | +$981K | 0.96% | 15 |
|
|
2022
Q1 | $39.9M | Buy |
1,084,350
+768,433
| +243% | +$28.3M | 0.89% | 15 |
|
|
2021
Q4 | $11M | Buy |
315,917
+56,341
| +22% | +$1.96M | 0.24% | 86 |
|
|
2021
Q3 | $8.67M | Sell |
259,576
-1,507
| -0.6% | -$50.3K | 0.22% | 97 |
|
|
2021
Q2 | $8.8M | Sell |
261,083
-235,677
| -47% | -$7.94M | 0.22% | 95 |
|
|
2021
Q1 | $8.08M | Buy |
496,760
+23,310
| +5% | +$379K | 0.22% | 97 |
|
|
2020
Q4 | $8.58M | Sell |
473,450
-27,228
| -5% | -$494K | 0.25% | 87 |
|
|
2020
Q3 | $9.01M | Buy |
500,678
+20,011
| +4% | +$360K | 0.3% | 76 |
|
|
2020
Q2 | $8.17M | Buy |
480,667
+250,591
| +109% | +$4.26M | 0.29% | 75 |
|
|
2020
Q1 | $3.47M | Buy |
230,076
+45,386
| +25% | +$684K | 0.16% | 132 |
|
|
2019
Q4 | $2.68M | Buy |
184,690
+38,046
| +26% | +$552K | 0.11% | 205 |
|
|
2019
Q3 | $2.07M | Buy |
146,644
+48,598
| +50% | +$685K | 0.09% | 234 |
|
|
2019
Q2 | $1.32M | Buy |
98,046
+36,420
| +59% | +$492K | 0.06% | 292 |
|
|
2019
Q1 | $763K | Sell |
61,626
-18,877
| -23% | -$234K | 0.03% | 435 |
|
|
2018
Q4 | $989K | Sell |
80,503
-12,144
| -13% | -$149K | 0.05% | 332 |
|
|
2018
Q3 | $1.06M | Sell |
92,647
-23,519
| -20% | -$269K | 0.05% | 323 |
|
|
2018
Q2 | $1.4M | Buy |
116,166
+2,101
| +2% | +$25.2K | 0.06% | 295 |
|
|
2018
Q1 | $1.45M | Buy |
114,065
+3,353
| +3% | +$42.7K | 0.06% | 292 |
|
|
2017
Q4 | $1.39M | Sell |
110,712
-2,429
| -2% | -$30.4K | 0.06% | 289 |
|
|
2017
Q3 | $1.39M | Buy |
113,141
+50,776
| +81% | +$625K | 0.07% | 281 |
|
|
2017
Q2 | $745K | Buy |
62,365
+4,139
| +7% | +$49.4K | 0.04% | 351 |
|
|
2017
Q1 | $699K | Buy |
58,226
+24,239
| +71% | +$291K | 0.04% | 345 |
|
|
2016
Q4 | $377K | Sell |
33,987
-8,592
| -20% | -$95.3K | 0.02% | 456 |
|
|
2016
Q3 | $540K | Buy |
42,579
+14,070
| +49% | +$178K | 0.04% | 343 |
|
|
2016
Q2 | $364K | Buy |
28,509
+1,866
| +7% | +$23.8K | 0.03% | 400 |
|
|
2016
Q1 | $317K | Buy |
26,643
+370
| +1% | +$4.4K | 0.03% | 400 |
|
|
2015
Q4 | $269K | Buy |
26,273
+1,160
| +5% | +$11.9K | 0.02% | 447 |
|
|
2015
Q3 | $270K | Buy |
25,113
+1,706
| +7% | +$18.3K | 0.03% | 403 |
|
|
2015
Q2 | $265K | Sell |
23,407
-49,876
| -68% | -$565K | 0.03% | 400 |
|
|
2015
Q1 | $843K | Buy |
73,283
+44,865
| +158% | +$516K | 0.1% | 191 |
|
|
2014
Q4 | $325K | Sell |
28,418
-3,865
| -12% | -$44.2K | 0.06% | 333 |
|
|
2014
Q3 | $378K | Sell |
32,283
-1,451
| -4% | -$17K | 0.09% | 192 |
|
|
2014
Q2 | $438K | Buy |
+33,734
| New | +$438K | 0.15% | 169 |
|