BFA
Beaumont Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
3,375
-152
| -4% | -$9.48K | 0.02% | 360 |
|
|
2025
Q1 | $208K | Buy |
+3,527
| New | +$208K | 0.02% | 354 |
|
|
2021
Q1 | – | Sell |
-17,503
| Closed | -$317K | – | 348 |
|
|
2020
Q4 | $317K | Sell |
17,503
-412,586
| -96% | -$7.47M | 0.03% | 255 |
|
|
2020
Q3 | $7.74M | Buy |
430,089
+113,707
| +36% | +$2.05M | 0.74% | 43 |
|
|
2020
Q2 | $5.38M | Buy |
316,382
+78,252
| +33% | +$1.33M | 0.56% | 56 |
|
|
2020
Q1 | $3.59M | Buy |
+238,130
| New | +$3.59M | 0.45% | 50 |
|
|
2019
Q4 | – | Sell |
-189,075
| Closed | -$2.67M | – | 291 |
|
|
2019
Q3 | $2.67M | Buy |
+189,075
| New | +$2.67M | 0.27% | 81 |
|
|
2014
Q4 | – | Sell |
-1,094,034
| Closed | -$12.8M | – | 160 |
|
|
2014
Q3 | $12.8M | Buy |
1,094,034
+105,449
| +11% | +$1.23M | 0.84% | 47 |
|
|
2014
Q2 | $12.7M | Sell |
988,585
-1,125,560
| -53% | -$14.5M | 0.9% | 47 |
|
|
2014
Q1 | $26.3M | Buy |
2,114,145
+469,889
| +29% | +$5.85M | 2.16% | 12 |
|
|
2013
Q4 | $19.2M | Sell |
1,644,256
-365,808
| -18% | -$4.27M | 1.58% | 23 |
|
|
2013
Q3 | $25.9M | Sell |
2,010,064
-73,779
| -4% | -$951K | 2.3% | 12 |
|
|
2013
Q2 | $25M | Buy |
+2,083,843
| New | +$25M | 2.31% | 7 |
|