Harbor Investment Advisory’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
Q3 | $450K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $194K | Hold |
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|
2023
Q4 | $181K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $173K | Hold |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $187K | Hold |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $168K | Hold |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $136K | Buy |
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