HPIA
Hamilton Point Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
196,770
+31,374
| +19% | +$1.96M | 2.02% | 12 |
|
|
2025
Q1 | $9.75M | Buy |
165,396
+34,843
| +27% | +$2.05M | 1.75% | 13 |
|
|
2024
Q4 | $6.46M | Buy |
130,553
+2,094
| +2% | +$104K | 1.14% | 33 |
|
|
2024
Q3 | $6.38M | Sell |
128,459
-2,767
| -2% | -$138K | 1.13% | 33 |
|
|
2024
Q2 | $5.76M | Buy |
131,226
+2,655
| +2% | +$117K | 1.09% | 36 |
|
|
2024
Q1 | $5.4M | Sell |
128,571
-1,347
| -1% | -$56.6K | 1.03% | 41 |
|
|
2023
Q4 | $5.07M | Buy |
129,918
+2,558
| +2% | +$99.8K | 1.01% | 41 |
|
|
2023
Q3 | $4.46M | Buy |
127,360
+1,750
| +1% | +$61.2K | 1.1% | 42 |
|
|
2023
Q2 | $4.57M | Sell |
125,610
-7,057
| -5% | -$257K | 1.09% | 43 |
|
|
2023
Q1 | $4.96M | Buy |
+132,667
| New | +$4.96M | 1.2% | 38 |
|