CIBC Private Wealth Group’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159M Sell
2,552,621
-99,153
-4% -$6.18M 0.28% 93
2025
Q1
$149M Buy
2,651,774
+141,688
+6% +$7.98M 0.32% 88
2024
Q4
$126M Buy
2,510,086
+148,099
+6% +$7.45M 0.23% 105
2024
Q3
$117M Buy
2,361,987
+116,896
+5% +$5.81M 0.21% 114
2024
Q2
$100M Buy
2,245,091
+146,568
+7% +$6.54M 0.19% 121
2024
Q1
$89.1M Buy
2,098,523
+98,023
+5% +$4.16M 0.17% 128
2023
Q4
$78.1M Buy
2,000,500
+144,014
+8% +$5.62M 0.17% 128
2023
Q3
$65M Buy
1,856,486
+74,640
+4% +$2.61M 0.15% 129
2023
Q2
$64.8M Buy
1,781,846
+361,561
+25% +$13.2M 0.14% 141
2023
Q1
$69.1M Buy
1,420,285
+414,081
+41% +$20.2M 0.15% 142
2022
Q4
$32.8M Buy
1,006,204
+386,161
+62% +$12.6M 0.11% 125
2022
Q3
$19.6M Buy
620,043
+303,081
+96% +$9.56M 0.05% 232
2022
Q2
$10.9M Sell
316,962
-26,645
-8% -$914K 0.03% 296
2022
Q1
$12.7M Buy
343,607
+30,817
+10% +$1.14M 0.03% 301
2021
Q4
$10.9M Buy
312,790
+8,452
+3% +$294K 0.02% 321
2021
Q3
$10.2M Sell
304,338
-8,415
-3% -$281K 0.02% 326
2021
Q2
$10.5M Buy
312,753
+16,610
+6% +$560K 0.02% 333
2021
Q1
$9.63M Sell
296,143
-22,580
-7% -$734K 0.02% 332
2020
Q4
$11.6M Sell
318,723
-2,012
-0.6% -$73K 0.03% 311
2020
Q3
$11.5M Buy
320,735
+59,850
+23% +$2.15M 0.04% 281
2020
Q2
$8.87M Sell
260,885
-49,332
-16% -$1.68M 0.04% 247
2020
Q1
$9.35M Buy
310,217
+8,159
+3% +$246K 0.04% 254
2019
Q4
$8.76M Buy
302,058
+4,928
+2% +$143K 0.03% 306
2019
Q3
$8.38M Buy
297,130
+2,054
+0.7% +$57.9K 0.03% 300
2019
Q2
$7.97M Sell
295,076
-1,846
-0.6% -$49.8K 0.03% 318
2019
Q1
$7.35M Buy
296,922
+3,339
+1% +$82.7K 0.03% 319
2018
Q4
$7.22M Sell
293,583
-7,386
-2% -$182K 0.03% 299
2018
Q3
$6.88M Sell
300,969
-1,453
-0.5% -$33.2K 0.03% 339
2018
Q2
$7.27M Buy
302,422
+5,769
+2% +$139K 0.03% 315
2018
Q1
$7.55M Buy
296,653
+153,997
+108% +$3.92M 0.03% 310
2017
Q4
$3.57M Sell
142,656
-167,127
-54% -$4.18M 0.02% 390
2017
Q3
$7.63M Buy
309,783
+41,316
+15% +$1.02M 0.03% 303
2017
Q2
$6.41M Sell
268,467
-9,505
-3% -$227K 0.04% 262
2017
Q1
$6.68M Sell
277,972
-2,188
-0.8% -$52.6K 0.04% 259
2016
Q4
$6.21M Buy
280,160
+48,072
+21% +$1.07M 0.04% 259
2016
Q3
$5.89M Buy
232,088
+29,084
+14% +$738K 0.04% 262
2016
Q2
$5.18M Buy
203,004
+879
+0.4% +$22.4K 0.04% 267
2016
Q1
$4.8M Buy
202,125
+2,175
+1% +$51.7K 0.04% 273
2015
Q4
$4.09M Sell
199,950
-11,585
-5% -$237K 0.03% 288
2015
Q3
$4.56M Sell
211,535
-2,095
-1% -$45.2K 0.04% 279
2015
Q2
$4.85M Sell
213,630
-12,772
-6% -$290K 0.04% 293
2015
Q1
$5.19M Buy
226,402
+7,121
+3% +$163K 0.04% 285
2014
Q4
$5.02M Buy
219,281
+4,770
+2% +$109K 0.04% 283
2014
Q3
$5.02M Buy
214,511
+9,587
+5% +$224K 0.04% 278
2014
Q2
$5.28M Buy
204,924
+1,643
+0.8% +$42.3K 0.04% 267
2014
Q1
$5.08M Buy
+203,281
New +$5.08M 0.04% 260