Beacon Harbor Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
|
|||||
|
2025
Q1 | $14.2M | Sell |
|
|||||
|
2024
Q4 | $12.7M | Buy |
|
|||||
|
2024
Q3 | $12.3M | Buy |
|
|||||
|
2024
Q2 | $10.8M | Buy |
|
|||||
|
2024
Q1 | $10.1M | Buy |
|
|||||
|
2023
Q4 | $8.94M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $9.44M | Buy |
|
|||||
|
2022
Q2 | $9.27M | Buy |
|
|||||
|
2022
Q1 | $9.91M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $12.4M | Buy |
|
|||||
|
2020
Q2 | $3.06M | Buy |
|