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SWMG LLC’s iShares Gold Trust IAU Stock Holding History

SWMG 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 		$1.05M Sell
16,751
-16,577
-50% -$1.04M 0.35% 40
2025
Q1 		$2.08M Buy
33,328
+23,660
+245% +$1.47M 0.82% 26
2024
Q4 		$503K Sell
9,668
-272
-3% -$14.2K 0.2% 73
2024
Q3 		$483K Buy
+9,940
New +$483K 0.2% 73