Baker Avenue Asset Management’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 | $7.9M | Sell |
104,607
-9,826
| -9% | -$834K | 0.15% | 118 |
|
|
2026
Q1 | $10.1M | Sell |
114,433
-7,122
| -6% | -$653K | 0.23% | 93 |
|
|
2025
Q4 | $9.87M | Sell |
121,555
-101
| -0.1% | -$7.9K | 0.23% | 93 |
|
|
2025
Q3 | $8.85M | Buy |
121,656
+10,998
| +10% | +$717K | 0.21% | 97 |
|
|
2025
Q2 | $6.9M | Buy |
110,658
+7,458
| +7% | +$462K | 0.2% | 100 |
|
|
2025
Q1 | $6.08M | Buy |
103,200
+94,238
| +1,052% | +$5.1M | 0.19% | 99 |
|
|
2024
Q4 | $444K | Buy |
8,962
+1,445
| +19% | +$72.6K | 0.01% | 309 |
|
|
2024
Q3 | $374K | Buy |
7,517
+215
| +3% | +$10.1K | 0.01% | 322 |
|
|
2024
Q2 | $321K | Sell |
7,302
-167
| -2% | -$7.38K | 0.01% | 307 |
|
|
2024
Q1 | $314K | Buy |
7,469
+55
| +0.7% | +$2.16K | 0.01% | 296 |
|
|
2023
Q4 | $289K | Sell |
7,414
-1
| -0% | -$37 | 0.01% | 307 |
|
|
2023
Q3 | $259K | Sell |
7,415
-110,335
| -94% | -$4.03M | 0.01% | 315 |
|
|
2023
Q2 | $4.28M | Buy |
117,750
+3,293
| +3% | +$123K | 0.22% | 94 |
|
|
2023
Q1 | $4.28M | Buy |
114,457
+108,774
| +1,914% | +$3.9M | 0.23% | 92 |
|
|
2022
Q4 | $197K | Sell |
5,683
-3,683
| -39% | -$121K | 0.01% | 327 |
|
|
2022
Q3 | $295K | Sell |
9,366
-54,985
| -85% | -$1.8M | 0.02% | 289 |
|
|
2022
Q2 | $2.21M | Buy |
64,351
+27,761
| +76% | +$988K | 0.15% | 102 |
|
|
2022
Q1 | $1.35M | Buy |
36,590
+27,098
| +285% | +$968K | 0.07% | 139 |
|
|
2021
Q4 | $330K | Sell |
9,492
-1,775
| -16% | -$60.7K | 0.02% | 254 |
|
|
2021
Q3 | $376K | Sell |
11,267
-881
| -7% | -$30K | 0.02% | 206 |
|
|
2021
Q2 | $409K | Sell |
12,148
-1
| -0% | -$35 | 0.02% | 196 |
|
|
2021
Q1 | $395K | Buy |
12,149
+2,673
| +28% | +$91.3K | 0.02% | 186 |
|
|
2020
Q4 | $343K | Buy |
9,476
+1,905
| +25% | +$68.2K | 0.02% | 189 |
|
|
2020
Q3 | $272K | Buy |
7,571
+747
| +11% | +$27.3K | 0.02% | 194 |
|
|
2020
Q2 | $232K | Sell |
6,824
-25,528
| -79% | -$837K | 0.02% | 212 |
|
|
2020
Q1 | $975K | Sell |
32,352
-4,316
| -12% | -$130K | 0.12% | 81 |
|
|
2019
Q4 | $1.06M | Buy |
36,668
+25,410
| +226% | +$721K | 0.08% | 146 |
|
|
2019
Q3 | $317K | Buy |
11,258
+1,796
| +19% | +$50.7K | 0.03% | 204 |
|
|
2019
Q2 | $255K | Sell |
9,462
-958
| -9% | -$24K | 0.02% | 218 |
|
|
2019
Q1 | $257K | Sell |
10,420
-1,225
| -11% | -$30.6K | 0.02% | 221 |
|
|
2018
Q4 | $286K | Sell |
11,645
-9,583
| -45% | -$226K | 0.03% | 221 |
|
|
2018
Q3 | $485K | Buy |
21,228
+10,189
| +92% | +$237K | 0.04% | 205 |
|
|
2018
Q2 | $265K | Sell |
11,039
-1,150
| -9% | -$28.8K | 0.02% | 222 |
|
|
2018
Q1 | $310K | Buy |
12,189
+150
| +1% | +$3.83K | 0.03% | 220 |
|
|
2017
Q4 | $301K | Sell |
12,039
-7,397
| -38% | -$181K | 0.03% | 212 |
|
|
2017
Q3 | $479K | Sell |
19,436
-1,803
| -8% | -$44.3K | 0.05% | 172 |
|
|
2017
Q2 | $507K | Sell |
21,239
-545
| -3% | -$13.2K | 0.07% | 152 |
|
|
2017
Q1 | $523K | Buy |
21,784
+10,939
| +101% | +$257K | 0.07% | 150 |
|
|
2016
Q4 | $240K | Buy |
+10,845
| New | +$254K | 0.03% | 184 |
|
|
2016
Q3 | – | Sell |
-66,597
| Closed | -$1.7M | – | 197 |
|
|
2016
Q2 | $1.7M | Sell |
66,597
-27,189
| -29% | -$661K | 0.26% | 83 |
|
|
2016
Q1 | $2.23M | Sell |
93,786
-6,755
| -7% | -$155K | 0.34% | 64 |
|
|
2015
Q4 | $2.06M | Sell |
100,541
-128,870
| -56% | -$2.75M | 0.3% | 73 |
|
|
2015
Q3 | $4.95M | Sell |
229,411
-5,402
| -2% | -$117K | 0.87% | 28 |
|
|
2015
Q2 | $5.33M | Sell |
234,813
-14,770
| -6% | -$341K | 0.71% | 27 |
|
|
2015
Q1 | $5.71M | Sell |
249,583
-11,587
| -4% | -$273K | 0.76% | 26 |
|
|
2014
Q4 | $5.98M | Sell |
261,170
-47,222
| -15% | -$1.1M | 0.83% | 25 |
|
|
2014
Q3 | $7.22M | Buy |
308,392
+15,139
| +5% | +$376K | 1.01% | 16 |
|
|
2014
Q2 | $7.55M | Sell |
293,253
-8,020
| -3% | -$201K | 1.09% | 16 |
|
|
2014
Q1 | $7.44M | Sell |
301,273
-38,107
| -11% | -$956K | 1.25% | 16 |
|
|
2013
Q4 | $7.93M | Sell |
339,380
-16,975
| -5% | -$419K | 1.52% | 15 |
|
|
2013
Q3 | $9.19M | Buy |
+356,355
| New | +$9.2M | 1.93% | 7 |
|
Other funds holding IAU
Baker Avenue Asset Management's IAU Position: Q2 2026 in Review
Baker Avenue Asset Management reduced its iShares Gold Trust (IAU) stake by 8.6% in Q2 2026, selling an estimated $834K and leaving 104,607 shares worth $7.9M. The position accounts for 0.15% of the portfolio, ranked #118.
Baker Avenue Asset Management first reported a position in IAU in Q3 2013 and has held it in 51 quarters since. The position peaked at $10.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Baker Avenue Asset Management held 104,607 shares of iShares Gold Trust worth $7.9M as of Q2 2026.
- Baker Avenue Asset Management sold 9,826 iShares Gold Trust shares in Q2 2026, an estimated $834K.
- iShares Gold Trust made up 0.15% of Baker Avenue Asset Management's portfolio in Q2 2026, its #118 holding.
- Baker Avenue Asset Management first reported a position in iShares Gold Trust in Q3 2013 and has held it in 51 quarters since.
- Baker Avenue Asset Management's iShares Gold Trust position peaked at $10.1M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.