SPFA
Summit Place Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Buy |
106,140
+2,930
| +3% | +$183K | 3.33% | 4 |
|
|
2025
Q1 | $6.09M | Buy |
103,210
+20,493
| +25% | +$1.21M | 3.44% | 3 |
|
|
2024
Q4 | $4.1M | Sell |
82,717
-153
| -0.2% | -$7.58K | 2.33% | 6 |
|
|
2024
Q3 | $4.12M | Sell |
82,870
-4,750
| -5% | -$236K | 2.3% | 6 |
|
|
2024
Q2 | $3.85M | Sell |
87,620
-952
| -1% | -$41.8K | 2.28% | 6 |
|
|
2024
Q1 | $3.72M | Buy |
88,572
+18,119
| +26% | +$761K | 2.18% | 9 |
|
|
2023
Q4 | $2.75M | Buy |
70,453
+1,538
| +2% | +$60K | 1.8% | 23 |
|
|
2023
Q3 | $2.41M | Buy |
68,915
+10
| +0% | +$350 | 1.72% | 19 |
|
|
2023
Q2 | $2.51M | Buy |
68,905
+410
| +0.6% | +$14.9K | 1.62% | 26 |
|
|
2023
Q1 | $2.56M | Sell |
68,495
-8,242
| -11% | -$308K | 1.82% | 18 |
|
|
2022
Q4 | $2.65M | Sell |
76,737
-1,828
| -2% | -$63.2K | 2.19% | 11 |
|
|
2022
Q3 | $2.48M | Buy |
78,565
+350
| +0.4% | +$11K | 2.3% | 7 |
|
|
2022
Q2 | $2.68M | Sell |
78,215
-1,900
| -2% | -$65.2K | 2.25% | 8 |
|
|
2022
Q1 | $2.95M | Buy |
+80,115
| New | +$2.95M | 1.98% | 7 |
|
|
2021
Q3 | – | Sell |
-69,711
| Closed | -$2.35M | – | 108 |
|
|
2021
Q2 | $2.35M | Sell |
69,711
-67,494
| -49% | -$2.28M | 1.73% | 10 |
|
|
2021
Q1 | $2.23M | Sell |
137,205
-72,512
| -35% | -$1.18M | 1.8% | 9 |
|
|
2020
Q4 | $3.8M | Buy |
209,717
+9,661
| +5% | +$175K | 3.3% | 3 |
|
|
2020
Q3 | $3.6M | Sell |
200,056
-49,665
| -20% | -$893K | 3.61% | 2 |
|
|
2020
Q2 | $4.24M | Buy |
249,721
+3,210
| +1% | +$54.5K | 6.71% | 1 |
|
|
2020
Q1 | $3.72M | Buy |
246,511
+9,499
| +4% | +$143K | 7.94% | 1 |
|
|
2019
Q4 | $3.44M | Buy |
+237,012
| New | +$3.44M | 5.44% | 2 |
|