Kovitz Investment Group Partners’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 | $41.7M | Buy |
668,502
+93,018
| +16% | +$5.8M | 0.18% | 112 |
|
|
2025
Q1 | $33.9M | Sell |
575,484
-106,165
| -16% | -$6.26M | 0.17% | 120 |
|
|
2024
Q4 | $33.7M | Buy |
681,649
+8,837
| +1% | +$438K | 0.17% | 117 |
|
|
2024
Q3 | $33.1M | Buy |
672,812
+666,330
| +10,280% | +$32.8M | 0.24% | 83 |
|
|
2024
Q2 | $285K | Buy |
6,482
+143
| +2% | +$6.28K | ﹤0.01% | 737 |
|
|
2024
Q1 | $266K | Sell |
6,339
-225
| -3% | -$9.45K | ﹤0.01% | 596 |
|
|
2023
Q4 | $256K | Buy |
6,564
+22
| +0.3% | +$859 | ﹤0.01% | 374 |
|
|
2023
Q3 | $229K | Hold |
6,542
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $238K | Sell |
6,542
-3,559
| -35% | -$130K | ﹤0.01% | 381 |
|
|
2023
Q1 | $377K | Buy |
+10,101
| New | +$377K | 0.01% | 357 |
|