HBW
Hazlett, Burt & Watson’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
4,557
+686
| +18% | +$42.2K | 0.11% | 163 |
|
|
2025
Q1 | $228K | Buy |
3,871
+283
| +8% | +$16.7K | 0.1% | 177 |
|
|
2024
Q4 | $174K | Buy |
3,588
+3,503
| +4,121% | +$170K | 0.08% | 219 |
|
|
2024
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 592 |
|
|
2023
Q1 | – | Sell |
-115
| Closed | -$4K | – | 653 |
|
|
2022
Q4 | $4K | Buy |
115
+80
| +229% | +$2.78K | ﹤0.01% | 538 |
|
|
2022
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 596 |
|