Baird Financial Group’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 | $96.6M | Sell |
1,279,618
-68,568
| -5% | -$5.82M | 0.13% | 112 |
|
|
2026
Q1 | $119M | Sell |
1,348,186
-27,070
| -2% | -$2.48M | 0.19% | 87 |
|
|
2025
Q4 | $112M | Sell |
1,375,256
-13,120
| -0.9% | -$1.03M | 0.17% | 89 |
|
|
2025
Q3 | $101M | Buy |
1,388,376
+39,211
| +3% | +$2.56M | 0.16% | 101 |
|
|
2025
Q2 | $84.1M | Sell |
1,349,165
-490,856
| -27% | -$30.4M | 0.15% | 114 |
|
|
2025
Q1 | $108M | Sell |
1,840,021
-20,005
| -1% | -$1.08M | 0.21% | 91 |
|
|
2024
Q4 | $92.1M | Buy |
1,860,026
+26,057
| +1% | +$1.31M | 0.18% | 103 |
|
|
2024
Q3 | $91.1M | Sell |
1,833,969
-133,591
| -7% | -$6.25M | 0.18% | 109 |
|
|
2024
Q2 | $86.4M | Sell |
1,967,560
-36,918
| -2% | -$1.63M | 0.18% | 117 |
|
|
2024
Q1 | $84.2M | Sell |
2,004,478
-16,659
| -0.8% | -$653K | 0.18% | 132 |
|
|
2023
Q4 | $78.9M | Buy |
2,021,137
+1,210,553
| +149% | +$45.3M | 0.18% | 137 |
|
|
2023
Q3 | $28.4M | Sell |
810,584
-14,357
| -2% | -$524K | 0.08% | 231 |
|
|
2023
Q2 | $30M | Sell |
824,941
-1,152,022
| -58% | -$43.2M | 0.08% | 231 |
|
|
2023
Q1 | $73.9M | Buy |
1,976,963
+288,185
| +17% | +$10.3M | 0.18% | 132 |
|
|
2022
Q4 | $58.4M | Buy |
1,688,778
+19,152
| +1% | +$629K | 0.15% | 156 |
|
|
2022
Q3 | $52.6M | Sell |
1,669,626
-43,790
| -3% | -$1.44M | 0.16% | 158 |
|
|
2022
Q2 | $58.8M | Sell |
1,713,416
-74,046
| -4% | -$2.63M | 0.16% | 149 |
|
|
2022
Q1 | $65.8M | Buy |
1,787,462
+229,244
| +15% | +$8.19M | 0.16% | 146 |
|
|
2021
Q4 | $54.2M | Buy |
1,558,218
+40,857
| +3% | +$1.4M | 0.13% | 183 |
|
|
2021
Q3 | $50.7M | Buy |
1,517,361
+122,802
| +9% | +$4.18M | 0.13% | 188 |
|
|
2021
Q2 | $47M | Sell |
1,394,559
-7,238
| -0.5% | -$250K | 0.12% | 192 |
|
|
2021
Q1 | $45.6M | Sell |
1,401,797
-359,497
| -20% | -$12.3M | 0.13% | 190 |
|
|
2020
Q4 | $63.9M | Buy |
1,761,294
+59,074
| +3% | +$2.11M | 0.19% | 143 |
|
|
2020
Q3 | $61.2M | Buy |
1,702,220
+366,321
| +27% | +$13.4M | 0.21% | 127 |
|
|
2020
Q2 | $45.4M | Buy |
1,335,899
+1,127,049
| +540% | +$36.9M | 0.17% | 152 |
|
|
2020
Q1 | $6.29M | Buy |
208,850
+24,077
| +13% | +$728K | 0.03% | 405 |
|
|
2019
Q4 | $5.36M | Buy |
184,773
+5,499
| +3% | +$156K | 0.02% | 511 |
|
|
2019
Q3 | $5.05M | Sell |
179,274
-7,889
| -4% | -$223K | 0.02% | 502 |
|
|
2019
Q2 | $5.05M | Buy |
187,163
+4,892
| +3% | +$123K | 0.02% | 506 |
|
|
2019
Q1 | $4.51M | Buy |
182,271
+26,804
| +17% | +$669K | 0.03% | 465 |
|
|
2018
Q4 | $3.82M | Buy |
155,467
+3,421
| +2% | +$80.5K | 0.03% | 473 |
|
|
2018
Q3 | $3.47M | Sell |
152,046
-34,877
| -19% | -$810K | 0.02% | 539 |
|
|
2018
Q2 | $4.49M | Buy |
186,923
+61,500
| +49% | +$1.54M | 0.03% | 457 |
|
|
2018
Q1 | $3.19M | Buy |
125,423
+8,020
| +7% | +$205K | 0.02% | 520 |
|
|
2017
Q4 | $2.94M | Buy |
117,403
+1,390
| +1% | +$34.1K | 0.02% | 529 |
|
|
2017
Q3 | $2.86M | Buy |
116,013
+18,141
| +19% | +$446K | 0.02% | 534 |
|
|
2017
Q2 | $2.34M | Sell |
97,872
-576
| -0.6% | -$13.9K | 0.02% | 567 |
|
|
2017
Q1 | $2.37M | Buy |
98,448
+12,535
| +15% | +$295K | 0.02% | 554 |
|
|
2016
Q4 | $1.9M | Sell |
85,913
-399,029
| -82% | -$9.36M | 0.02% | 588 |
|
|
2016
Q3 | $12.3M | Buy |
484,942
+49,100
| +11% | +$1.26M | 0.11% | 197 |
|
|
2016
Q2 | $11.1M | Buy |
435,842
+377,693
| +650% | +$9.18M | 0.1% | 206 |
|
|
2016
Q1 | $1.38M | Sell |
58,149
-6,809
| -10% | -$156K | 0.01% | 629 |
|
|
2015
Q4 | $1.33M | Sell |
64,958
-12,452
| -16% | -$266K | 0.01% | 624 |
|
|
2015
Q3 | $1.67M | Sell |
77,410
-19,756
| -20% | -$429K | 0.02% | 561 |
|
|
2015
Q2 | $2.2M | Buy |
+97,166
| New | +$2.24M | 0.02% | 532 |
|
Other funds holding IAU
Baird Financial Group's IAU Position: Q2 2026 in Review
Baird Financial Group reduced its iShares Gold Trust (IAU) stake by 5.1% in Q2 2026, selling an estimated $5.82M and leaving 1,279,618 shares worth $96.6M. The position accounts for 0.13% of the portfolio, ranked #112.
Baird Financial Group first reported a position in IAU in Q2 2015 and has held it in 45 quarters since. The position peaked at $119M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Baird Financial Group held 1,279,618 shares of iShares Gold Trust worth $96.6M as of Q2 2026.
- Baird Financial Group sold 68,568 iShares Gold Trust shares in Q2 2026, an estimated $5.82M.
- iShares Gold Trust made up 0.13% of Baird Financial Group's portfolio in Q2 2026, its #112 holding.
- Baird Financial Group first reported a position in iShares Gold Trust in Q2 2015 and has held it in 45 quarters since.
- Baird Financial Group's iShares Gold Trust position peaked at $119M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.