HFA
Highland Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Sell |
121,536
-10,737
| -8% | -$670K | 2.43% | 14 |
|
|
2025
Q1 | $7.8M | Sell |
132,273
-10,648
| -7% | -$628K | 2.79% | 12 |
|
|
2024
Q4 | $7.08M | Sell |
142,921
-4,765
| -3% | -$236K | 2.45% | 13 |
|
|
2024
Q3 | $7.34M | Sell |
147,686
-30,144
| -17% | -$1.5M | 2.61% | 12 |
|
|
2024
Q2 | $7.81M | Sell |
177,830
-15,905
| -8% | -$699K | 2.9% | 13 |
|
|
2024
Q1 | $8.14M | Sell |
193,735
-15,898
| -8% | -$668K | 3.26% | 12 |
|
|
2023
Q4 | $8.18M | Sell |
209,633
-6,805
| -3% | -$266K | 3.56% | 11 |
|
|
2023
Q3 | $7.57M | Buy |
216,438
+2,182
| +1% | +$76.3K | 3.92% | 9 |
|
|
2023
Q2 | $7.8M | Sell |
214,256
-7,206
| -3% | -$262K | 4.02% | 10 |
|
|
2023
Q1 | $8.28M | Sell |
221,462
-896
| -0.4% | -$33.5K | 4.49% | 8 |
|
|
2022
Q4 | $7.69M | Sell |
222,358
-4,163
| -2% | -$144K | 4.53% | 8 |
|
|
2022
Q3 | $7.14M | Sell |
226,521
-522
| -0.2% | -$16.5K | 4.96% | 7 |
|
|
2022
Q2 | $7.79M | Buy |
+227,043
| New | +$7.79M | 5.34% | 7 |
|