Harbor Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Harbor Investment Advisory’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	5,700 -2	-0%	-$170	0.03%	319
2026 Q1	$503K	Sell	5,702 -489	-8%	-$44.9K	0.04%	283
2025 Q4	$502K	Buy	6,191 +8	+0.1%	+$626	0.04%	283
2025 Q3	$450K	Buy	6,183 +147	+2%	+$9.59K	0.04%	291
2025 Q2	$376K	Buy	6,036 +268	+5%	+$16.6K	0.03%	299
2025 Q1	$340K	Buy	5,768 +426	+8%	+$23K	0.03%	299
2024 Q4	$264K	Buy	5,342 +96	+2%	+$4.82K	0.02%	318
2024 Q3	$261K	Hold	5,246	–	–	0.03%	314
2024 Q2	$230K	Buy	5,246 +619	+13%	+$27.4K	0.02%	321
2024 Q1	$194K	Hold	4,627	–	–	0.02%	346
2023 Q4	$181K	Hold	4,627	–	–	0.02%	340
2023 Q3	$162K	Hold	4,627	–	–	0.02%	336
2023 Q2	$168K	Hold	4,627	–	–	0.02%	374
2023 Q1	$173K	Hold	4,627	–	–	0.03%	377
2022 Q4	$160K	Sell	4,627 -450	-9%	-$14.8K	0.03%	386
2022 Q3	$160K	Hold	5,077	–	–	0.03%	368
2022 Q2	$174K	Hold	5,077	–	–	0.03%	362
2022 Q1	$187K	Hold	5,077	–	–	0.02%	392
2021 Q4	$177K	Buy	5,077 +450	+10%	+$15.4K	0.02%	401
2021 Q3	$155K	Hold	4,627	–	–	0.02%	419
2021 Q2	$156K	Sell	4,627 -1	-0%	-$35	0.02%	412
2021 Q1	$150K	Hold	4,628	–	–	0.02%	392
2020 Q4	$168K	Hold	4,628	–	–	0.03%	343
2020 Q3	$166K	Hold	4,628	–	–	0.03%	302
2020 Q2	$157K	Hold	4,628	–	–	0.03%	293
2020 Q1	$139K	Sell	4,628 -58	-1%	-$1.75K	0.04%	272
2019 Q4	$136K	Buy	+4,686	New	+$133K	0.03%	301

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Harbor Investment Advisory's IAU Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Gold Trust (IAU) stake by 0.04% in Q2 2026, selling an estimated $170 and leaving 5,700 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #319.

Harbor Investment Advisory first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $503K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Harbor Investment Advisory held 5,700 shares of iShares Gold Trust worth $430K as of Q2 2026.
Harbor Investment Advisory sold 2 iShares Gold Trust shares in Q2 2026, an estimated $170.
iShares Gold Trust made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #319 holding.
Harbor Investment Advisory first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's iShares Gold Trust position peaked at $503K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.