Cerity Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$603K Buy
18,283
+750
+4% +$24.7K ﹤0.01% 1767
2025
Q1
$547K Buy
17,533
+1,449
+9% +$45.2K ﹤0.01% 1703
2024
Q4
$421K Buy
16,084
+1,367
+9% +$35.8K ﹤0.01% 1863
2024
Q3
$386K Buy
+14,717
New +$386K ﹤0.01% 1914