Aspiriant LLC’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 | $815K | Hold |
9,239
| – | – | 0.02% | 171 |
|
|
2025
Q4 | $750K | Buy |
9,239
+1,385
| +18% | +$108K | 0.02% | 178 |
|
|
2025
Q3 | $572K | Buy |
7,854
+138
| +2% | +$9K | 0.02% | 189 |
|
|
2025
Q2 | $481K | Buy |
7,716
+60
| +0.8% | +$3.72K | 0.02% | 203 |
|
|
2025
Q1 | $451K | Buy |
7,656
+463
| +6% | +$25K | 0.02% | 196 |
|
|
2024
Q4 | $356K | Hold |
7,193
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $357K | Sell |
7,193
-6
| -0.1% | -$281 | 0.01% | 217 |
|
|
2024
Q2 | $316K | Buy |
7,199
+6
| +0.1% | +$265 | 0.01% | 223 |
|
|
2024
Q1 | $302K | Sell |
7,193
-242
| -3% | -$9.49K | 0.01% | 245 |
|
|
2023
Q4 | $290K | Buy |
7,435
+242
| +3% | +$9.05K | 0.01% | 244 |
|
|
2023
Q3 | $252K | Hold |
7,193
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $262K | Sell |
7,193
-72
| -1% | -$2.7K | 0.01% | 244 |
|
|
2023
Q1 | $271K | Buy |
7,265
+25
| +0.3% | +$897 | 0.01% | 228 |
|
|
2022
Q4 | $250K | Sell |
7,240
-28
| -0.4% | -$920 | 0.01% | 237 |
|
|
2022
Q3 | $228K | Sell |
7,268
-600
| -8% | -$19.7K | 0.01% | 239 |
|
|
2022
Q2 | $269K | Buy |
7,868
+1,185
| +18% | +$42.2K | 0.01% | 226 |
|
|
2022
Q1 | $246K | Sell |
6,683
-1,495
| -18% | -$53.4K | 0.01% | 244 |
|
|
2021
Q4 | $286K | Buy |
8,178
+1,495
| +22% | +$51.1K | 0.02% | 232 |
|
|
2021
Q3 | $223K | Sell |
6,683
-6,327
| -49% | -$216K | 0.01% | 217 |
|
|
2021
Q2 | $439K | Sell |
13,010
-2
| -0% | -$69 | 0.02% | 165 |
|
|
2021
Q1 | $423K | Sell |
13,012
-7,211
| -36% | -$246K | 0.03% | 159 |
|
|
2020
Q4 | $733K | Buy |
20,223
+12,544
| +163% | +$449K | 0.05% | 127 |
|
|
2020
Q3 | $276K | Buy |
7,679
+2,071
| +37% | +$75.6K | 0.02% | 186 |
|
|
2020
Q2 | $191K | Buy |
+5,608
| New | +$184K | 0.02% | 178 |
|
|
2019
Q3 | – | Sell |
-18,519
| Closed | -$500K | – | 223 |
|
|
2019
Q2 | $500K | Buy |
+18,519
| New | +$464K | 0.04% | 149 |
|
|
2017
Q2 | – | Sell |
-5,049
| Closed | -$122K | – | 219 |
|
|
2017
Q1 | $122K | Sell |
5,049
-7,651
| -60% | -$180K | 0.01% | 208 |
|
|
2016
Q4 | $281K | Sell |
12,700
-254
| -2% | -$5.96K | 0.03% | 164 |
|
|
2016
Q3 | $329K | Buy |
+12,954
| New | +$333K | 0.03% | 161 |
|
|
2015
Q2 | – | Sell |
-6,668
| Closed | -$153K | – | 116 |
|
|
2015
Q1 | $153K | Buy |
6,668
+65
| +1% | +$1.53K | 0.02% | 88 |
|
|
2014
Q4 | $151K | Hold |
6,603
| – | – | 0.02% | 89 |
|
|
2014
Q3 | $155K | Hold |
6,603
| – | – | 0.02% | 77 |
|
|
2014
Q2 | $170K | Buy |
+6,603
| New | +$165K | 0.02% | 78 |
|
Other funds holding IAU
Aspiriant LLC's IAU Position: Q1 2026 in Review
Aspiriant LLC held its iShares Gold Trust (IAU) position steady in Q1 2026 at 9,239 shares worth $815K. The position accounts for 0.02% of the portfolio, ranked #171.
Aspiriant LLC first reported a position in IAU in Q2 2014 and has held it in 32 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Aspiriant LLC held 9,239 shares of iShares Gold Trust worth $815K as of Q1 2026.
- Aspiriant LLC left its iShares Gold Trust share count unchanged in Q1 2026.
- iShares Gold Trust made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #171 holding.
- Aspiriant LLC first reported a position in iShares Gold Trust in Q2 2014 and has held it in 32 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.