Advisory Services Network’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
Q1 | $19.1M | Sell |
216,665
-21,065
| -9% | -$1.93M | 0.25% | 68 |
|
|
2025
Q4 | $19.3M | Buy |
237,730
+30,492
| +15% | +$2.38M | 0.27% | 65 |
|
|
2025
Q3 | $15.1M | Buy |
207,238
+35,018
| +20% | +$2.28M | 0.22% | 81 |
|
|
2025
Q2 | $10.7M | Sell |
172,220
-66,201
| -28% | -$4.1M | 0.17% | 127 |
|
|
2025
Q1 | $14.1M | Buy |
238,421
+40,820
| +21% | +$2.21M | 0.27% | 65 |
|
|
2024
Q4 | $9.78M | Buy |
197,601
+41,198
| +26% | +$2.07M | 0.18% | 112 |
|
|
2024
Q3 | $6.87M | Hold |
156,403
| – | – | 0.14% | 153 |
|
|
2024
Q2 | $6.87M | Buy |
156,403
+10,784
| +7% | +$477K | 0.14% | 153 |
|
|
2024
Q1 | $6.12M | Buy |
145,619
+6,450
| +5% | +$253K | 0.14% | 173 |
|
|
2023
Q4 | $5.43M | Buy |
139,169
+38,570
| +38% | +$1.44M | 0.13% | 170 |
|
|
2023
Q3 | $3.52M | Sell |
100,599
-107,076
| -52% | -$3.91M | 0.09% | 243 |
|
|
2023
Q2 | $7.56M | Buy |
207,675
+152,736
| +278% | +$5.73M | 0.2% | 106 |
|
|
2023
Q1 | $2.05M | Buy |
54,939
+1,732
| +3% | +$62.2K | 0.06% | 398 |
|
|
2022
Q4 | $1.84M | Sell |
53,207
-10,160
| -16% | -$334K | 0.06% | 398 |
|
|
2022
Q3 | $2M | Sell |
63,367
-3,110
| -5% | -$102K | 0.07% | 336 |
|
|
2022
Q2 | $2.28M | Buy |
66,477
+3,146
| +5% | +$112K | 0.08% | 304 |
|
|
2022
Q1 | $2.33M | Buy |
63,331
+3,767
| +6% | +$135K | 0.07% | 354 |
|
|
2021
Q4 | $2.07M | Sell |
59,564
-36,061
| -38% | -$1.23M | 0.06% | 393 |
|
|
2021
Q3 | $3.19M | Sell |
95,625
-174,235
| -65% | -$5.94M | 0.1% | 252 |
|
|
2021
Q2 | $9.1M | Sell |
269,860
-12,833
| -5% | -$444K | 0.29% | 58 |
|
|
2021
Q1 | $9.19M | Sell |
282,693
-24,745
| -8% | -$846K | 0.34% | 49 |
|
|
2020
Q4 | $11.1M | Sell |
307,438
-98,995
| -24% | -$3.54M | 0.45% | 28 |
|
|
2020
Q3 | $14.6M | Buy |
406,433
+95,012
| +31% | +$3.47M | 0.69% | 13 |
|
|
2020
Q2 | $10.6M | Buy |
311,421
+4,308
| +1% | +$141K | 0.58% | 18 |
|
|
2020
Q1 | $9.26M | Sell |
307,113
-4,256
| -1% | -$129K | 0.61% | 18 |
|
|
2019
Q4 | $9.03M | Buy |
311,369
+27,791
| +10% | +$788K | 0.47% | 32 |
|
|
2019
Q3 | $7.66M | Hold |
283,578
| – | – | 0.47% | 36 |
|
|
2019
Q2 | $7.66M | Sell |
283,578
-82,576
| -23% | -$2.07M | 0.47% | 36 |
|
|
2019
Q1 | $9.07M | Buy |
366,154
+359,485
| +5,390% | +$8.98M | 0.64% | 16 |
|
|
2018
Q4 | $164K | Sell |
6,669
-32,614
| -83% | -$768K | 0.01% | 757 |
|
|
2018
Q3 | $898K | Buy |
39,283
+735
| +2% | +$17.1K | 0.07% | 370 |
|
|
2018
Q2 | $904K | Buy |
38,548
+4,194
| +12% | +$105K | 0.07% | 363 |
|
|
2018
Q1 | $875K | Buy |
34,354
+970
| +3% | +$24.8K | 0.07% | 367 |
|
|
2017
Q4 | $835K | Buy |
33,384
+25,841
| +343% | +$634K | 0.07% | 350 |
|
|
2017
Q3 | $186K | Buy |
7,543
+2,663
| +55% | +$65.5K | 0.02% | 683 |
|
|
2017
Q2 | $117K | Buy |
4,880
+67
| +1% | +$1.62K | 0.02% | 793 |
|
|
2017
Q1 | $116K | Buy |
+4,813
| New | +$113K | 0.02% | 763 |
|
|
2016
Q3 | $125K | Sell |
4,907
-195
| -4% | -$5.02K | 0.02% | 632 |
|
|
2016
Q2 | $130K | Buy |
5,102
+195
| +4% | +$4.74K | 0.03% | 547 |
|
|
2016
Q1 | $117K | Sell |
4,907
-514
| -9% | -$11.8K | 0.03% | 481 |
|
|
2015
Q4 | $111K | Sell |
5,421
-937
| -15% | -$20K | 0.04% | 421 |
|
|
2015
Q3 | $137K | Buy |
6,358
+937
| +17% | +$20.4K | 0.04% | 346 |
|
|
2015
Q2 | $123K | Hold |
5,421
| – | – | 0.04% | 345 |
|
|
2015
Q1 | $128K | Buy |
5,421
+4,409
| +436% | +$104K | 0.04% | 340 |
|
|
2014
Q4 | $25K | Buy |
+1,012
| New | +$23.5K | 0.01% | 540 |
|
|
2014
Q1 | – | Sell |
-6,546
| Closed | -$153K | – | 476 |
|
|
2013
Q4 | $153K | Buy |
+6,546
| New | +$162K | 0.08% | 201 |
|
Other funds holding IAU
Advisory Services Network's IAU Position: Q1 2026 in Review
Advisory Services Network reduced its iShares Gold Trust (IAU) stake by 8.9% in Q1 2026, selling an estimated $1.93M and leaving 216,665 shares worth $19.1M. The position accounts for 0.25% of the portfolio, ranked #68.
Advisory Services Network first reported a position in IAU in Q4 2013 and has held it in 46 quarters since. The position peaked at $19.3M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Advisory Services Network held 216,665 shares of iShares Gold Trust worth $19.1M as of Q1 2026.
- Advisory Services Network sold 21,065 iShares Gold Trust shares in Q1 2026, an estimated $1.93M.
- iShares Gold Trust made up 0.25% of Advisory Services Network's portfolio in Q1 2026, its #68 holding.
- Advisory Services Network first reported a position in iShares Gold Trust in Q4 2013 and has held it in 46 quarters since.
- Advisory Services Network's iShares Gold Trust position peaked at $19.3M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.