Chicago Partners Investment Group’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 | $4.15M | Buy |
+64,920
| New | +$4.15M | 0.12% | 161 |
|
|
2018
Q4 | – | Sell |
-658
| Closed | -$16K | – | 597 |
|
|
2018
Q3 | $16K | Hold |
658
| – | – | ﹤0.01% | 726 |
|
|
2018
Q2 | $16K | Hold |
658
| – | – | ﹤0.01% | 705 |
|
|
2018
Q1 | $17K | Hold |
658
| – | – | ﹤0.01% | 672 |
|
|
2017
Q4 | $16K | Hold |
658
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $16K | Sell |
658
-318
| -33% | -$7.73K | ﹤0.01% | 681 |
|
|
2017
Q2 | $23K | Buy |
+976
| New | +$23K | 0.01% | 496 |
|