Summit Financial Wealth Advisors’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
Q3 | $204K | Sell |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $991K | Hold |
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|
2019
Q3 | $931K | Buy |
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|
2019
Q2 | $872K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $214K | Buy |
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|
2017
Q3 | $151K | Buy |
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|
2017
Q2 | $135K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $31K | Buy |
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