Harbor Investment Advisory’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
6,036
+268
| +5% | +$16.7K | 0.03% | 299 |
|
|
2025
Q1 | $340K | Buy |
5,768
+426
| +8% | +$25.1K | 0.03% | 298 |
|
|
2024
Q4 | $264K | Buy |
5,342
+96
| +2% | +$4.75K | 0.02% | 318 |
|
|
2024
Q3 | $261K | Hold |
5,246
| – | – | 0.03% | 313 |
|
|
2024
Q2 | $230K | Buy |
5,246
+619
| +13% | +$27.2K | 0.02% | 320 |
|
|
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% | -$15.6K | 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% | +$15.7K | 0.02% | 401 |
|
|
2021
Q3 | $155K | Hold |
4,627
| – | – | 0.02% | 418 |
|
|
2021
Q2 | $156K | Sell |
4,627
-1
| -0% | -$34 | 0.02% | 411 |
|
|
2021
Q1 | $150K | Hold |
4,628
| – | – | 0.02% | 391 |
|
|
2020
Q4 | $168K | Hold |
4,628
| – | – | 0.03% | 342 |
|
|
2020
Q3 | $166K | Hold |
4,628
| – | – | 0.03% | 297 |
|
|
2020
Q2 | $157K | Hold |
4,628
| – | – | 0.03% | 290 |
|
|
2020
Q1 | $139K | Sell |
4,628
-58
| -1% | -$1.74K | 0.04% | 271 |
|
|
2019
Q4 | $136K | Buy |
+4,686
| New | +$136K | 0.03% | 296 |
|