Summit Wealth Partners’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
Q3 | $388K | Sell |
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|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $198K | Buy |
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|
2020
Q3 | $195K | Buy |
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|
2020
Q2 | $183K | Sell |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $158K | Buy |
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