Boston Research & Management’s iShares Gold Trust IAU Stock Holding History

Boston Research & Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.11M	Sell	49,863 -280	-0.6%	-$17.5K	0.74%	56
2025 Q1	$2.96M	Sell	50,143 -140	-0.3%	-$8.25K	0.73%	55
2024 Q4	$2.49M	Sell	50,283 -100	-0.2%	-$4.95K	0.61%	56
2024 Q3	$2.5M	Sell	50,383 -1,130	-2%	-$56.2K	0.59%	59
2024 Q2	$2.26M	Sell	51,513 -1,110	-2%	-$48.7K	0.57%	60
2024 Q1	$2.21M	Sell	52,623 -130	-0.2%	-$5.46K	0.55%	60
2023 Q4	$2.06M	Hold	52,753	–	–	0.55%	61
2023 Q3	$1.85M	Hold	52,753	–	–	0.55%	62
2023 Q2	$1.92M	Sell	52,753 -1,070	-2%	-$38.9K	0.54%	62
2023 Q1	$2.01M	Sell	53,823 -15	-0%	-$560	0.6%	60
2022 Q4	$1.86M	Hold	53,838	–	–	0.58%	61
2022 Q3	$1.7M	Hold	53,838	–	–	0.58%	61
2022 Q2	$1.85M	Hold	53,838	–	–	0.6%	61
2022 Q1	$1.98M	Hold	53,838	–	–	0.58%	60
2021 Q4	$1.87M	Hold	53,838	–	–	0.51%	61
2021 Q3	$1.8M	Hold	53,838	–	–	0.54%	62
2021 Q2	$1.81M	Sell	53,838 -1,001	-2%	-$33.7K	0.55%	60
2021 Q1	$1.78M	Hold	54,839	–	–	0.57%	59
2020 Q4	$1.99M	Sell	54,839 -575	-1%	-$20.8K	0.69%	53
2020 Q3	$1.99M	Sell	55,414 -3,100	-5%	-$111K	0.78%	46
2020 Q2	$1.99M	Sell	58,514 -546	-0.9%	-$18.6K	0.83%	47
2020 Q1	$1.78M	Sell	59,060 -800	-1%	-$24.1K	0.89%	44
2019 Q4	$1.74M	Buy	59,860 +490	+0.8%	+$14.2K	0.65%	50
2019 Q3	$1.67M	Sell	59,370 -1,085	-2%	-$30.6K	0.66%	51
2019 Q2	$1.63M	Sell	60,455 -700	-1%	-$18.9K	0.66%	52
2019 Q1	$1.51M	Buy	61,155 +650	+1%	+$16.1K	0.63%	52
2018 Q4	$1.49M	Buy	60,505 +9,225	+18%	+$227K	0.71%	51
2018 Q3	$1.17M	Sell	51,280 -825	-2%	-$18.9K	0.54%	55
2018 Q2	$1.25M	Buy	52,105 +4,825	+10%	+$116K	0.62%	54
2018 Q1	$1.2M	Buy	47,280 +10,725	+29%	+$273K	0.61%	52
2017 Q4	$914K	Sell	36,555 -2,900	-7%	-$72.5K	0.46%	58
2017 Q3	$971K	Buy	39,455 +1,340	+4%	+$33K	0.5%	57
2017 Q2	$910K	Hold	38,115	–	–	0.49%	57
2017 Q1	$915K	Buy	38,115 +1,050	+3%	+$25.2K	0.5%	58
2016 Q4	$821K	Hold	37,065	–	–	0.47%	58
2016 Q3	$940K	Buy	37,065 +1,150	+3%	+$29.2K	0.54%	58
2016 Q2	$916K	Sell	35,915 -125	-0.3%	-$3.19K	0.56%	58
2016 Q1	$856K	Sell	36,040 -510	-1%	-$12.1K	0.53%	58
2015 Q4	$747K	Sell	36,550 -300	-0.8%	-$6.13K	0.46%	64
2015 Q3	$794K	Sell	36,850 -1,220	-3%	-$26.3K	0.52%	66
2015 Q2	$863K	Hold	38,070	–	–	0.55%	61
2015 Q1	$871K	Sell	38,070 -550	-1%	-$12.6K	0.55%	62
2014 Q4	$883K	Sell	38,620 -2,065	-5%	-$47.2K	0.55%	61
2014 Q3	$952K	Sell	40,685 -890	-2%	-$20.8K	0.64%	57
2014 Q2	$1.07M	Sell	41,575 -280	-0.7%	-$7.21K	0.74%	56
2014 Q1	$1.04M	Sell	41,855 -1,015	-2%	-$25.2K	0.77%	54
2013 Q4	$1M	Sell	42,870 -4,570	-10%	-$107K	0.77%	52
2013 Q3	$1.22M	Sell	47,440 -100	-0.2%	-$2.58K	1.03%	48
2013 Q2	$1.14M	Buy	+47,540	New	+$1.14M	1.01%	48