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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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. 676 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.
  • 676 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.