Cerity Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191M | Sell |
3,059,854
-204,586
| -6% | -$12.8M | 0.34% | 55 |
|
|
2025
Q1 | $192M | Sell |
3,264,440
-7,154
| -0.2% | -$422K | 0.39% | 53 |
|
|
2024
Q4 | $162M | Buy |
3,271,594
+27,251
| +0.8% | +$1.35M | 0.35% | 56 |
|
|
2024
Q3 | $161M | Buy |
3,244,343
+131,559
| +4% | +$6.54M | 0.36% | 53 |
|
|
2024
Q2 | $137M | Buy |
3,112,784
+73,314
| +2% | +$3.22M | 0.36% | 55 |
|
|
2024
Q1 | $129M | Sell |
3,039,470
-32,624
| -1% | -$1.38M | 0.34% | 57 |
|
|
2023
Q4 | $120M | Sell |
3,072,094
-310
| -0% | -$12.1K | 0.39% | 53 |
|
|
2023
Q3 | $108M | Buy |
3,072,404
+636,078
| +26% | +$22.3M | 0.52% | 41 |
|
|
2023
Q2 | $88.7M | Buy |
2,436,326
+34,992
| +1% | +$1.27M | 0.35% | 62 |
|
|
2023
Q1 | $89.8M | Sell |
2,401,334
-145,009
| -6% | -$5.42M | 0.21% | 67 |
|
|
2022
Q4 | $88.1M | Buy |
2,546,343
+867,451
| +52% | +$30M | 0.56% | 36 |
|
|
2022
Q3 | $52.9M | Sell |
1,678,892
-10,103
| -0.6% | -$319K | 0.64% | 27 |
|
|
2022
Q2 | $57.9M | Buy |
1,688,995
+362,910
| +27% | +$12.5M | 0.64% | 26 |
|
|
2022
Q1 | $2.36M | Sell |
1,326,085
-257,220
| -16% | -$457K | 0.04% | 301 |
|
|
2021
Q4 | $13.1M | Buy |
1,583,305
+1,534,435
| +3,140% | +$12.7M | 0.2% | 99 |
|
|
2021
Q3 | $1.63M | Sell |
48,870
-1,844
| -4% | -$61.6K | 0.04% | 291 |
|
|
2021
Q2 | $1.71M | Buy |
+50,714
| New | +$1.71M | 0.04% | 288 |
|
|
2021
Q1 | – | Sell |
-49,561
| Closed | -$1.8M | – | 719 |
|
|
2020
Q4 | $1.8M | Buy |
49,561
+35,452
| +251% | +$1.29M | 0.06% | 228 |
|
|
2020
Q3 | $508K | Buy |
14,109
+2,840
| +25% | +$102K | 0.02% | 318 |
|
|
2020
Q2 | $382K | Sell |
11,269
-9,544
| -46% | -$324K | 0.02% | 316 |
|
|
2020
Q1 | $627K | Buy |
20,813
+8,734
| +72% | +$263K | 0.04% | 260 |
|
|
2019
Q4 | $351K | Buy |
12,079
+2,408
| +25% | +$70K | 0.02% | 397 |
|
|
2019
Q3 | $273K | Buy |
9,671
+2,013
| +26% | +$56.8K | 0.02% | 408 |
|
|
2019
Q2 | $207K | Buy |
+7,658
| New | +$207K | 0.01% | 449 |
|