SFWA
Summit Financial Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $327K | Sell |
5,547
-820
| -13% | -$48.3K | 0.06% | 108 |
|
|
2024
Q4 | $339K | Hold |
6,367
| – | – | 0.07% | 109 |
|
|
2024
Q3 | $316K | Hold |
6,367
| – | – | 0.06% | 113 |
|
|
2024
Q2 | $280K | Hold |
6,367
| – | – | 0.06% | 111 |
|
|
2024
Q1 | $267K | Buy |
6,367
+60
| +1% | +$2.52K | 0.05% | 113 |
|
|
2023
Q4 | $246K | Hold |
6,307
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $235K | Hold |
6,307
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $230K | Hold |
6,307
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $236K | Buy |
+6,307
| New | +$236K | 0.06% | 116 |
|
|
2022
Q1 | – | Sell |
-6,008
| Closed | -$207K | – | 139 |
|
|
2021
Q4 | $207K | Buy |
+6,008
| New | +$207K | 0.04% | 130 |
|
|
2020
Q2 | – | Sell |
-71,117
| Closed | -$1.13M | – | 127 |
|
|
2020
Q1 | $1.13M | Buy |
71,117
+5,593
| +9% | +$89.2K | 0.36% | 45 |
|
|
2019
Q4 | $991K | Hold |
65,524
| – | – | 0.24% | 61 |
|
|
2019
Q3 | $931K | Buy |
65,524
+957
| +1% | +$13.6K | 0.23% | 66 |
|
|
2019
Q2 | $872K | Buy |
+64,567
| New | +$872K | 0.21% | 75 |
|
|
2018
Q4 | – | Sell |
-22,721
| Closed | -$266K | – | 138 |
|
|
2018
Q3 | $266K | Buy |
22,721
+3,585
| +19% | +$42K | 0.08% | 115 |
|
|
2018
Q2 | $244K | Hold |
19,136
| – | – | 0.08% | 114 |
|
|
2018
Q1 | $244K | Buy |
19,136
+2,035
| +12% | +$25.9K | 0.08% | 119 |
|
|
2017
Q4 | $214K | Buy |
17,101
+4,798
| +39% | +$60K | 0.07% | 134 |
|
|
2017
Q3 | $151K | Buy |
12,303
+1,008
| +9% | +$12.4K | 0.05% | 133 |
|
|
2017
Q2 | $135K | Buy |
+11,295
| New | +$135K | 0.05% | 144 |
|
|
2015
Q4 | – | Sell |
-2,750
| Closed | -$29K | – | 162 |
|
|
2015
Q3 | $29K | Hold |
2,750
| – | – | 0.02% | 144 |
|
|
2015
Q2 | $31K | Hold |
2,750
| – | – | 0.02% | 173 |
|
|
2015
Q1 | $32K | Hold |
2,750
| – | – | 0.02% | 141 |
|
|
2014
Q4 | $31K | Buy |
+2,750
| New | +$31K | 0.02% | 139 |
|