New Harbor Financial Group’s iShares Gold Trust IAU Stock Holding History

New Harbor Financial Group’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	$10.2M	Sell	135,621 -205,434	-60%	-$17.4M	1.62%	20
2026 Q1	$30.1M	Buy	+341,055	New	+$31.3M	5.3%	11
2015 Q4	–	Sell	-50	Closed	-$1K	–	132
2015 Q3	$1K	Hold	50	–	–	﹤0.01%	138
2015 Q2	$1K	Hold	50	–	–	﹤0.01%	134
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	136
2014 Q4	$1K	Buy	+50	New	+$1.16K	﹤0.01%	134
2014 Q3	–	Sell	-50	Closed	-$1K	–	55
2014 Q2	$1K	Hold	50	–	–	﹤0.01%	106
2014 Q1	$1K	Hold	50	–	–	﹤0.01%	95
2013 Q4	$1K	Hold	50	–	–	﹤0.01%	94
2013 Q3	$1K	Sell	50 -1,350	-96%	-$34.9K	﹤0.01%	100
2013 Q2	$34K	Buy	+1,400	New	+$38.5K	0.05%	39

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

New Harbor Financial Group's IAU Position: Q2 2026 in Review

New Harbor Financial Group reduced its iShares Gold Trust (IAU) stake by 60% in Q2 2026, selling an estimated $17.4M and leaving 135,621 shares worth $10.2M. The position accounts for 1.62% of the portfolio, ranked #20.

New Harbor Financial Group first reported a position in IAU in Q2 2013 and has held it in 11 quarters since. The position peaked at $30.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

New Harbor Financial Group held 135,621 shares of iShares Gold Trust worth $10.2M as of Q2 2026.
New Harbor Financial Group sold 205,434 iShares Gold Trust shares in Q2 2026, an estimated $17.4M.
iShares Gold Trust made up 1.62% of New Harbor Financial Group's portfolio in Q2 2026, its #20 holding.
New Harbor Financial Group first reported a position in iShares Gold Trust in Q2 2013 and has held it in 11 quarters since.
New Harbor Financial Group's iShares Gold Trust position peaked at $30.1M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.