Beaumont Financial 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
Q4 | – | Sell |
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|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $7.74M | Buy |
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|
2020
Q2 | $5.38M | Buy |
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|
2020
Q1 | $3.59M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.67M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $12.8M | Buy |
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|
2014
Q2 | $12.7M | Sell |
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|
2014
Q1 | $26.3M | Buy |
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|
2013
Q4 | $19.2M | Sell |
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|
2013
Q3 | $25.9M | Sell |
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|
2013
Q2 | $25M | Buy |
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