Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71M | Buy |
53,409
+14,085
| +36% | +$1.29M | 0.09% | 92 |
|
|
2025
Q4 | $3.19M | Hold |
39,324
| – | – | 0.06% | 119 |
|
|
2025
Q3 | $2.86M | Buy |
39,324
+29,807
| +313% | +$1.94M | 0.06% | 125 |
|
|
2025
Q2 | $593K | Hold |
9,517
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $561K | Hold |
9,517
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $471K | Hold |
9,517
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $473K | Hold |
9,517
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $418K | Hold |
9,517
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $400K | Hold |
9,517
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $371K | Hold |
9,517
| – | – | 0.01% | 283 |
|
|
2023
Q3 | $333K | Hold |
9,517
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $346K | Hold |
9,517
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $356K | Hold |
9,517
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $329K | Hold |
9,517
| – | – | 0.02% | 213 |
|
|
2022
Q3 | $300K | Hold |
9,517
| – | – | 0.02% | 201 |
|
|
2022
Q2 | $327K | Hold |
9,517
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $351K | Hold |
9,517
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $331K | Sell |
9,517
-589
| -6% | -$20.1K | 0.02% | 221 |
|
|
2021
Q3 | $338K | Buy |
+10,106
| New | +$344K | 0.02% | 208 |
|
|
2021
Q2 | – | Sell |
-26,305
| Closed | -$855K | – | 358 |
|
|
2021
Q1 | $855K | Sell |
26,305
-4,047
| -13% | -$138K | 0.05% | 136 |
|
|
2020
Q4 | $1.1M | Sell |
30,352
-3,742
| -11% | -$134K | 0.07% | 101 |
|
|
2020
Q3 | $1.23M | Buy |
34,094
+8,378
| +33% | +$306K | 0.08% | 91 |
|
|
2020
Q2 | $874K | Hold |
25,716
| – | – | 0.06% | 109 |
|
|
2020
Q1 | $775K | Buy |
+25,716
| New | +$777K | 0.06% | 116 |
|
|
2013
Q3 | – | Sell |
-12,358
| Closed | -$296K | – | 253 |
|
|
2013
Q2 | $296K | Buy |
+12,358
| New | +$340K | 0.02% | 213 |
|
Other funds holding IAU
