Summit Wealth Partners’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 | $352K | Sell |
5,647
-52
| -0.9% | -$3.24K | 0.07% | 164 |
|
|
2025
Q1 | $336K | Buy |
5,699
+88
| +2% | +$5.19K | 0.07% | 162 |
|
|
2024
Q4 | $278K | Buy |
5,611
+96
| +2% | +$4.75K | 0.06% | 171 |
|
|
2024
Q3 | $274K | Hold |
5,515
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $242K | Hold |
5,515
| – | – | 0.05% | 202 |
|
|
2024
Q1 | $232K | Sell |
5,515
-39
| -0.7% | -$1.64K | 0.05% | 206 |
|
|
2023
Q4 | $217K | Buy |
+5,554
| New | +$217K | 0.05% | 199 |
|
|
2023
Q3 | – | Sell |
-5,515
| Closed | -$201K | – | 189 |
|
|
2023
Q2 | $201K | Hold |
5,515
| – | – | 0.05% | 178 |
|
|
2023
Q1 | $206K | Buy |
+5,515
| New | +$206K | 0.05% | 179 |
|
|
2022
Q2 | – | Sell |
-5,515
| Closed | -$203K | – | 174 |
|
|
2022
Q1 | $203K | Buy |
+5,515
| New | +$203K | 0.05% | 162 |
|
|
2021
Q2 | – | Sell |
-5,482
| Closed | -$178K | – | 155 |
|
|
2021
Q1 | $178K | Buy |
5,482
+26
| +0.5% | +$845 | 0.05% | 147 |
|
|
2020
Q4 | $198K | Buy |
5,456
+30
| +0.6% | +$1.09K | 0.05% | 142 |
|
|
2020
Q3 | $195K | Buy |
5,426
+35
| +0.6% | +$1.26K | 0.06% | 147 |
|
|
2020
Q2 | $183K | Sell |
5,391
-54
| -1% | -$1.84K | 0.06% | 143 |
|
|
2020
Q1 | $164K | Hold |
5,445
| – | – | 0.07% | 108 |
|
|
2019
Q4 | $158K | Buy |
+5,445
| New | +$158K | 0.05% | 118 |
|