Parkside Financial Bank & Trust’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
$1.82M Buy
29,222
+1,161
+4% +$72.4K 0.2% 97
2025
Q1
$1.65M Buy
28,061
+22,842
+438% +$1.35M 0.21% 90
2024
Q4
$258K Buy
5,219
+1,467
+39% +$72.6K 0.03% 332
2024
Q3
$186K Buy
3,752
+447
+14% +$22.2K 0.03% 380
2024
Q2
$145K Buy
+3,305
New +$145K 0.02% 422
2024
Q1
Sell
-400
Closed -$15.6K 2056
2023
Q4
$15.6K Buy
+400
New +$15.6K ﹤0.01% 1042
2019
Q3
Sell
-1,125
Closed -$30K 1599
2019
Q2
$30K Hold
1,125
0.01% 523
2019
Q1
$28K Hold
1,125
0.01% 510
2018
Q4
$28K Hold
1,125
0.01% 485
2018
Q3
$26K Hold
1,125
0.01% 517
2018
Q2
$27K Hold
1,125
0.01% 500
2018
Q1
$29K Hold
1,125
0.01% 468
2017
Q4
$28K Hold
1,125
0.01% 470
2017
Q3
$28K Hold
1,125
0.01% 460
2017
Q2
$27K Hold
1,125
0.01% 460
2017
Q1
$27K Hold
1,125
0.01% 443
2016
Q4
$25K Sell
1,125
-2,622
-70% -$58.3K 0.01% 490
2016
Q3
$95K Buy
3,747
+2,622
+233% +$66.5K 0.04% 242
2016
Q2
$29K Hold
1,125
0.01% 458
2016
Q1
$27K Hold
1,125
0.01% 456
2015
Q4
$23K Hold
1,125
0.01% 482
2015
Q3
$24K Buy
+1,125
New +$24K 0.01% 446