Harbour Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Harbour Capital Advisors’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
2025 Q4	–	Sell	-4,184	Closed	-$314K	–	286
2025 Q3	$314K	Hold	4,184	–	–	0.06%	230
2025 Q2	$265K	Hold	4,184	–	–	0.06%	262
2025 Q1	$245K	Hold	4,184	–	–	0.06%	245
2024 Q4	$208K	Hold	4,184	–	–	0.05%	262
2024 Q3	$206K	Buy	+4,184	New	+$196K	0.05%	270
2017 Q2	–	Sell	-1,500	Closed	-$36K	–	404
2017 Q1	$36K	Buy	+1,500	New	+$35.2K	0.02%	422
2013 Q3	–	Sell	-9,308	Closed	-$223K	–	191
2013 Q2	$223K	Buy	+9,308	New	+$256K	0.28%	138

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Harbour Capital Advisors's IAU Position: Q4 2025 in Review

Harbour Capital Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 4,184 shares — an estimated $314K sold.

Harbour Capital Advisors first reported a position in IAU in Q2 2013 and held it in 7 quarters. The position peaked at $314K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Harbour Capital Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Harbour Capital Advisors sold 4,184 iShares Gold Trust shares in Q4 2025, an estimated $314K.
Harbour Capital Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 7 quarters.
Harbour Capital Advisors's iShares Gold Trust position peaked at $314K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Harbour Capital Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.