Cerity Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228M | Buy |
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|
2025
Q2 | $191M | Sell |
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|
2025
Q1 | $192M | Sell |
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|
2024
Q4 | $162M | Buy |
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|
2024
Q3 | $161M | Buy |
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|
2024
Q2 | $137M | Buy |
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|
2024
Q1 | $129M | Sell |
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|
2023
Q4 | $120M | Sell |
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|
2023
Q3 | $108M | Buy |
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|
2023
Q2 | $88.7M | Buy |
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|
2023
Q1 | $89.8M | Sell |
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|
2022
Q4 | $88.1M | Buy |
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|
2022
Q3 | $52.9M | Sell |
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|
2022
Q2 | $57.9M | Buy |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $207K | Buy |
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