Advisory Alpha’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.54M | Sell |
60,121
-2,210
| -4% | -$188K | 0.11% | 83 |
|
|
2026
Q1 | $5.5M | Buy |
62,331
+7,150
| +13% | +$656K | 0.15% | 77 |
|
|
2025
Q4 | $4.48M | Sell |
55,181
-461
| -0.8% | -$36.1K | 0.12% | 80 |
|
|
2025
Q3 | $4.04M | Buy |
55,642
+6,093
| +12% | +$397K | 0.11% | 83 |
|
|
2025
Q2 | $3.09M | Sell |
49,549
-806
| -2% | -$49.9K | 0.1% | 92 |
|
|
2025
Q1 | $2.97M | Buy |
50,355
+599
| +1% | +$32.4K | 0.1% | 91 |
|
|
2024
Q4 | $2.46M | Sell |
49,756
-2,310
| -4% | -$116K | 0.09% | 92 |
|
|
2024
Q3 | $2.59M | Buy |
52,066
+9,992
| +24% | +$468K | 0.09% | 87 |
|
|
2024
Q2 | $1.85M | Sell |
42,074
-28,672
| -41% | -$1.27M | 0.07% | 110 |
|
|
2024
Q1 | $2.97M | Sell |
70,746
-1,806
| -2% | -$70.8K | 0.12% | 92 |
|
|
2023
Q4 | $2.83M | Buy |
72,552
+1,269
| +2% | +$47.5K | 0.13% | 93 |
|
|
2023
Q3 | $2.49M | Sell |
71,283
-6,146
| -8% | -$224K | 0.13% | 88 |
|
|
2023
Q2 | $2.82M | Buy |
77,429
+35,557
| +85% | +$1.33M | 0.14% | 84 |
|
|
2023
Q1 | $1.56M | Buy |
41,872
+32,019
| +325% | +$1.15M | 0.1% | 90 |
|
|
2022
Q4 | $341K | Buy |
9,853
+2,992
| +44% | +$98.3K | 0.02% | 198 |
|
|
2022
Q3 | $216K | Sell |
6,861
-2,580
| -27% | -$84.6K | 0.02% | 227 |
|
|
2022
Q2 | $324K | Sell |
9,441
-79
| -0.8% | -$2.81K | 0.02% | 191 |
|
|
2022
Q1 | $351K | Buy |
+9,520
| New | +$340K | 0.02% | 202 |
|
|
2021
Q2 | – | Sell |
-26,409
| Closed | -$859K | – | 197 |
|
|
2021
Q1 | $859K | Buy |
+26,409
| New | +$902K | 0.09% | 85 |
|
|
2020
Q2 | – | Sell |
-930
| Closed | -$28K | – | 317 |
|
|
2020
Q1 | $28K | Buy |
+930
| New | +$28.1K | 0.01% | 273 |
|
|
2018
Q4 | – | Sell |
-238,646
| Closed | -$5.64M | – | 123 |
|
|
2018
Q3 | $5.64M | Buy |
238,646
+13,522
| +6% | +$314K | 1.43% | 22 |
|
|
2018
Q2 | $5.29M | Buy |
225,124
+16,501
| +8% | +$414K | 1.33% | 23 |
|
|
2018
Q1 | $5.26M | Sell |
208,623
-44,545
| -18% | -$1.14M | 1.82% | 17 |
|
|
2017
Q4 | $6.5M | Buy |
253,168
+23,479
| +10% | +$576K | 2.11% | 15 |
|
|
2017
Q3 | $5.63M | Buy |
229,689
+5,698
| +3% | +$140K | 1.57% | 21 |
|
|
2017
Q2 | $5.42M | Buy |
223,991
+9,015
| +4% | +$218K | 1.57% | 20 |
|
|
2017
Q1 | $5.16M | Buy |
214,976
+6,990
| +3% | +$164K | 1.79% | 18 |
|
|
2016
Q4 | $4.91M | Buy |
+207,986
| New | +$4.88M | 1.98% | 19 |
|
Other funds holding IAU
Advisory Alpha's IAU Position: Q2 2026 in Review
Advisory Alpha reduced its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, selling an estimated $188K and leaving 60,121 shares worth $4.54M. The position accounts for 0.11% of the portfolio, ranked #83.
Advisory Alpha first reported a position in IAU in Q4 2016 and has held it in 28 quarters since. The position peaked at $6.5M in Q4 2017. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Advisory Alpha held 60,121 shares of iShares Gold Trust worth $4.54M as of Q2 2026.
- Advisory Alpha sold 2,210 iShares Gold Trust shares in Q2 2026, an estimated $188K.
- iShares Gold Trust made up 0.11% of Advisory Alpha's portfolio in Q2 2026, its #83 holding.
- Advisory Alpha first reported a position in iShares Gold Trust in Q4 2016 and has held it in 28 quarters since.
- Advisory Alpha's iShares Gold Trust position peaked at $6.5M in Q4 2017.
- 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.