Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Kovitz Investment Group Partners’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56,328
Closed -$2.17M – 836
2025
Q3 		$2.17M Buy
+56,328
New +$1.94M 0.01% 647

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