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Summit X LLC’s iShares Gold Trust IAU Stock Holding History

Summit X LLC’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.62M Sell
58,102
-5,516
-9% -$344K 0.68% 33
2025
Q1 		$3.75M Buy
63,618
+44,911
+240% +$2.65M 0.79% 29
2024
Q4 		$926K Buy
+18,707
New +$926K 0.21% 86