NorthRock 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 | $256K | Sell |
4,100
-556
| -12% | -$34.7K | 0.01% | 576 |
|
|
2025
Q1 | $275K | Buy |
4,656
+429
| +10% | +$25.3K | 0.01% | 487 |
|
|
2024
Q4 | $209K | Sell |
4,227
-44,873
| -91% | -$2.22M | 0.01% | 555 |
|
|
2024
Q3 | $2.44M | Buy |
+49,100
| New | +$2.44M | 0.08% | 106 |
|
|
2022
Q1 | – | Sell |
-8,535
| Closed | -$297K | – | 348 |
|
|
2021
Q4 | $297K | Buy |
+8,535
| New | +$297K | 0.02% | 245 |
|
|
2020
Q4 | – | Sell |
-6,899
| Closed | -$248K | – | 236 |
|
|
2020
Q3 | $248K | Sell |
6,899
-282
| -4% | -$10.1K | 0.03% | 185 |
|
|
2020
Q2 | $244K | Buy |
7,181
+603
| +9% | +$20.5K | 0.03% | 175 |
|
|
2020
Q1 | $198K | Sell |
6,578
-767
| -10% | -$23.1K | 0.03% | 188 |
|
|
2019
Q4 | $213K | Sell |
7,345
-1,297
| -15% | -$37.6K | 0.02% | 241 |
|
|
2019
Q3 | $244K | Buy |
+8,642
| New | +$244K | 0.03% | 185 |
|