BHWA
Beacon Harbor Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
174,204
-65,795
| -27% | -$4.1M | 2.71% | 9 |
|
|
2025
Q1 | $14.2M | Sell |
239,999
-17,315
| -7% | -$1.02M | 3.29% | 5 |
|
|
2024
Q4 | $12.7M | Buy |
257,314
+10,798
| +4% | +$535K | 2.97% | 4 |
|
|
2024
Q3 | $12.3M | Buy |
246,516
+1,444
| +0.6% | +$71.8K | 2.92% | 6 |
|
|
2024
Q2 | $10.8M | Buy |
245,072
+3,639
| +2% | +$160K | 2.8% | 6 |
|
|
2024
Q1 | $10.1M | Buy |
241,433
+12,486
| +5% | +$525K | 2.69% | 7 |
|
|
2023
Q4 | $8.94M | Buy |
+228,947
| New | +$8.94M | 2.6% | 9 |
|
|
2023
Q2 | – | Sell |
-252,575
| Closed | -$9.44M | – | 79 |
|
|
2023
Q1 | $9.44M | Buy |
+252,575
| New | +$9.44M | 3.3% | 5 |
|
|
2022
Q2 | $9.27M | Buy |
270,251
+1,198
| +0.4% | +$41.1K | 3.27% | 5 |
|
|
2022
Q1 | $9.91M | Buy |
+269,053
| New | +$9.91M | 3.24% | 6 |
|
|
2020
Q4 | – | Sell |
-686,860
| Closed | -$12.4M | – | 73 |
|
|
2020
Q3 | $12.4M | Buy |
686,860
+506,882
| +282% | +$9.12M | 6.03% | 4 |
|
|
2020
Q2 | $3.06M | Buy |
+179,978
| New | +$3.06M | 1.76% | 24 |
|