Summit Global Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $554K | Buy |
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|
2025
Q3 | $496K | Buy |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $4.48M | Buy |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $3.79M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $561K | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $925K | Buy |
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