iShares Gold Trust shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 207k | 72.77 |
| 2025-06-30 | $13M | 202k | 62.36 |
| 2025-03-31 | $13M | 219k | 58.96 |
| 2024-12-31 | $11M | 219k | 49.51 |
| 2024-09-30 | $9.5M | 192k | 49.70 |
| 2024-06-30 | $8.3M | 188k | 43.93 |
| 2024-03-31 | $7.9M | 189k | 42.01 |
| 2023-12-31 | $6.5M | 165k | 39.03 |
| 2023-09-30 | $5.8M | 166k | 34.99 |
| 2023-06-30 | $5.7M | 157k | 36.39 |
| 2023-03-31 | $6.0M | 161k | 37.37 |
| 2022-12-31 | $4.2M | 121k | 34.59 |
| 2022-09-30 | $3.1M | 97k | 31.53 |
| 2022-06-30 | $5.8M | 171k | 34.31 |
| 2022-03-31 | $3.8M | 104k | 36.34 |
| 2021-12-31 | $5.3M | 154k | 34.81 |
| 2021-09-30 | $4.8M | 145k | 33.41 |
| 2021-06-30 | $3.6M | 108k | 33.71 |