Barrett Asset Management’s iShares Gold Trust IAU Stock Holding History

Barrett Asset Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$207K	Hold
2021 Q4	$196K	Sell
2021 Q3	$299K	Buy
2021 Q2	$167K	Sell
2021 Q1	$161K	Hold
2020 Q4	$179K	Hold
2020 Q3	$178K	Hold
2020 Q2	$168K	Hold
2020 Q1	$149K	Hold
2019 Q4	$143K	Hold
2019 Q3	$139K	Hold
2019 Q2	$133K	Hold
2019 Q1	$122K	Hold
2018 Q4	$121K	Hold
2018 Q3	$113K	Hold
2018 Q2	$119K	Hold
2018 Q1	$126K	Hold
2017 Q4	$124K	Buy
2017 Q3	$40K	Hold
2017 Q2	$39K	Hold
2017 Q1	$39K	Buy
2016 Q4	$33K	Hold
2016 Q3	$38K	Hold
2016 Q2	$38K	Hold
2016 Q1	$36K	Hold
2015 Q4	$31K	Hold
2015 Q3	$32K	Hold
2015 Q2	$34K	Sell
2015 Q1	$126K	Hold
2014 Q4	$126K	Hold
2014 Q3	$129K	Hold
2014 Q2	$142K	Hold
2014 Q1	$137K	Buy
2013 Q4	$93K	Sell
2013 Q3	$206K	Hold
2013 Q2	$192K	Buy