Summit Global Investments’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
6,033
-50
| -0.8% | -$3.12K | 0.02% | 352 |
|
|
2025
Q1 | $359K | Buy |
6,083
+50
| +0.8% | +$2.95K | 0.03% | 343 |
|
|
2024
Q4 | $299K | Hold |
6,033
| – | – | 0.02% | 446 |
|
|
2024
Q3 | $300K | Sell |
6,033
-2
| -0% | -$99 | 0.02% | 427 |
|
|
2024
Q2 | $265K | Hold |
6,035
| – | – | 0.02% | 434 |
|
|
2024
Q1 | $254K | Hold |
6,035
| – | – | 0.02% | 431 |
|
|
2023
Q4 | $236K | Sell |
6,035
-97
| -2% | -$3.79K | 0.02% | 471 |
|
|
2023
Q3 | $215K | Sell |
6,132
-15
| -0.2% | -$526 | 0.01% | 474 |
|
|
2023
Q2 | $224K | Sell |
6,147
-48
| -0.8% | -$1.75K | 0.01% | 492 |
|
|
2023
Q1 | $232K | Sell |
6,195
-123,310
| -95% | -$4.62M | 0.02% | 470 |
|
|
2022
Q4 | $4.48M | Buy |
129,505
+69,329
| +115% | +$2.4M | 0.38% | 77 |
|
|
2022
Q3 | $1.9M | Sell |
60,176
-50,209
| -45% | -$1.58M | 0.18% | 130 |
|
|
2022
Q2 | $3.79M | Buy |
110,385
+66,591
| +152% | +$2.28M | 0.33% | 81 |
|
|
2022
Q1 | $1.61M | Buy |
43,794
+37,151
| +559% | +$1.37M | 0.12% | 172 |
|
|
2021
Q4 | $231K | Sell |
6,643
-10,136
| -60% | -$352K | 0.01% | 478 |
|
|
2021
Q3 | $561K | Sell |
16,779
-18,300
| -52% | -$612K | 0.04% | 290 |
|
|
2021
Q2 | $1.18M | Buy |
35,079
+6,642
| +23% | +$224K | 0.07% | 206 |
|
|
2021
Q1 | $925K | Buy |
+28,437
| New | +$925K | 0.06% | 212 |
|