Ownership history in SWMG, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in ISHARES GOLD TR (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 23,301 | -2,124 | -8.4% | 0.60% | $2.2M | $81.17 |
| 2025 Q3 | ADDED | 25,425 | +8,674 | +51.8% | 0.60% | $2.0M | $72.77 |
| 2025 Q2 | REDUCED | 16,751 | -16,577 | -49.7% | 0.35% | $1.0M | $62.36 |
| 2025 Q1 | ADDED | 33,328 | +23,660 | +244.7% | 0.82% | $2.1M | $58.96 |
| 2024 Q4 | REDUCED | 9,668 | -272 | -2.7% | 0.20% | $503K | $49.51 |
| 2024 Q3 | INITIATED | 9,940 | — | — | 0.20% | $483K | $49.70 |
As of 2025 Q4 — sorted by position size