Sowa Financial Group, Inc. / IAU
Sowa Financial Group, Inc.’s Ishares Gold Tr Position
Does Sowa Financial Group, Inc. own Ishares Gold Tr (IAU)? Yes — 296.9K shares worth $26M (+12.97% of its 13F portfolio) as of Q1 2026, down from 396.5K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
296.9K
% of Portfolio
+12.97%
Quarters Held
19
currently held
Position History IAU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 296.9K | $26M | +12.97% |
| Q4 2025 | 396.5K | $32M | +16.76% |
| Q3 2025 | 406.6K | $30M | +16.60% |
| Q2 2025 | 401.2K | $25M | +15.62% |
| Q1 2025 | 505.7K | $30M | +19.58% |
| Q4 2024 | 508.6K | $25M | +15.77% |
| Q3 2024 | 429.0K | $21M | +13.47% |
| Q2 2024 | 451.7K | $20M | +15.03% |
| Q1 2024 | 485.2K | $19M | +15.45% |
| Q4 2023 | 485.2K | $19M | +15.45% |
| Q3 2023 | 489.3K | $17M | +12.86% |
| Q2 2023 | 497.5K | $18M | +12.41% |
| Q1 2023 | 501.9K | $19M | +13.43% |
| Q4 2022 | 509.5K | $18M | +13.16% |
| Q3 2022 | 523.6K | $17M | +13.04% |
| Q2 2022 | 531.5K | $18M | +13.90% |
| Q1 2022 | 529.8K | $20M | +11.70% |
| Q4 2021 | 532.2K | $19M | +10.85% |
| Q3 2021 | 532.2K | $18M | +11.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sowa Financial Group, Inc.’s full portfolio or all institutional holders of IAU.