Sanders Morris Harris’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
5,498
| – | – | 0.08% | 92 |
|
|
2025
Q1 | $324K | Hold |
5,498
| – | – | 0.05% | 196 |
|
|
2024
Q4 | $271K | Hold |
5,498
| – | – | 0.04% | 233 |
|
|
2024
Q3 | $273K | Hold |
5,498
| – | – | 0.05% | 227 |
|
|
2024
Q2 | $242K | Buy |
+5,498
| New | +$242K | 0.04% | 236 |
|
|
2023
Q3 | – | Sell |
-5,498
| Closed | -$200K | – | 265 |
|
|
2023
Q2 | $200K | Hold |
5,498
| – | – | 0.04% | 232 |
|
|
2023
Q1 | $205K | Buy |
+5,498
| New | +$205K | 0.07% | 122 |
|
|
2022
Q2 | – | Sell |
-5,498
| Closed | -$202K | – | 301 |
|
|
2022
Q1 | $202K | Buy |
+5,498
| New | +$202K | 0.04% | 267 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$163K | – | 324 |
|
|
2021
Q1 | $163K | Buy |
+5,000
| New | +$163K | 0.03% | 277 |
|
|
2016
Q2 | – | Sell |
-85,248
| Closed | -$2.03M | – | 279 |
|
|
2016
Q1 | $2.03M | Buy |
+85,248
| New | +$2.03M | 0.35% | 67 |
|