Mesirow Financial Investment Management’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
$11.6M Sell
186,499
-189,029
-50% -$11.8M 0.23% 98
2025
Q1
$22.1M Buy
375,528
+159,958
+74% +$9.43M 0.43% 58
2024
Q4
$10.7M Buy
215,570
+106
+0% +$5.25K 0.21% 98
2024
Q3
$10.7M Buy
215,464
+4,145
+2% +$206K 0.21% 100
2024
Q2
$9.28M Hold
211,319
0.21% 104
2024
Q1
$8.88M Buy
211,319
+79,291
+60% +$3.33M 0.2% 106
2023
Q4
$5.15M Buy
+132,028
New +$5.15M 0.19% 96