Summit Place Financial 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
Q2 | $6.62M | Buy |
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|
2025
Q1 | $6.09M | Buy |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.12M | Sell |
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|
2024
Q2 | $3.85M | Sell |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.68M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $3.8M | Buy |
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|
2020
Q3 | $3.6M | Sell |
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|
2020
Q2 | $4.24M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $3.44M | Buy |
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