Corient Private Wealth’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 | $59.9M | Buy |
602,279
+259,200
| +76% | +$25.8M | 0.06% | 229 |
|
|
2025
Q1 | $20.2M | Sell |
343,079
-698,610
| -67% | -$41.2M | 0.03% | 389 |
|
|
2024
Q4 | $17.3M | Buy |
1,041,689
+17,239
| +2% | +$286K | 0.03% | 416 |
|
|
2024
Q3 | $50.9M | Buy |
1,024,450
+7,609
| +0.7% | +$378K | 0.08% | 235 |
|
|
2024
Q2 | $44.7M | Buy |
1,016,841
+5,238
| +0.5% | +$230K | 0.08% | 241 |
|
|
2024
Q1 | $42.5M | Buy |
1,011,603
+26,764
| +3% | +$1.12M | 0.08% | 249 |
|
|
2023
Q4 | $38.4M | Buy |
984,839
+108,350
| +12% | +$4.23M | 0.07% | 264 |
|
|
2023
Q3 | $30.7M | Buy |
876,489
+51,973
| +6% | +$1.82M | 0.07% | 275 |
|
|
2023
Q2 | $30M | Buy |
824,516
+31,734
| +4% | +$1.15M | 0.07% | 268 |
|
|
2023
Q1 | $29.6M | Sell |
792,782
-782
| -0.1% | -$29.2K | 0.08% | 237 |
|
|
2022
Q4 | $27.4M | Buy |
+793,564
| New | +$27.4M | 0.1% | 220 |
|