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SFM, LLC d/b/a Sweeney Financial Advisors → IAUM
SFM, LLC d/b/a Sweeney Financial Advisors IAUM Position History
iShares Gold Trust Micro • Basic Materials
Quarters held
5
Latest value
$9M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.7M |
| Q4 2025 | $9.7M |
| Q1 2026 | $10.1M |
| Q2 2026 | $8.8M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 217.3K | — | — |
| Q2 2026 | $8.8M | 220.0K | — | — |
| Q1 2026 | $10.1M | 216.9K | — | — |
| Q4 2025 | $9.7M | 224.9K | — | — |
| Q3 2025 | $8.7M | 226.5K | — | — |