Belpointe 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 | $757K | Sell |
10,021
-473
| -5% | -$40.2K | 0.02% | 579 |
|
|
2026
Q1 | $925K | Sell |
10,494
-1,824
| -15% | -$167K | 0.03% | 483 |
|
|
2025
Q4 | $1,000K | Buy |
12,318
+3,619
| +42% | +$283K | 0.04% | 433 |
|
|
2025
Q3 | $633K | Buy |
8,699
+1,177
| +16% | +$76.8K | 0.02% | 551 |
|
|
2025
Q2 | $469K | Sell |
7,522
-230
| -3% | -$14.3K | 0.02% | 595 |
|
|
2025
Q1 | $457K | Sell |
7,752
-2,786
| -26% | -$151K | 0.02% | 591 |
|
|
2024
Q4 | $498K | Sell |
10,538
-376
| -3% | -$18.9K | 0.03% | 505 |
|
|
2024
Q3 | $542K | Sell |
10,914
-724
| -6% | -$33.9K | 0.03% | 484 |
|
|
2024
Q2 | $511K | Sell |
11,638
-9,903
| -46% | -$438K | 0.04% | 456 |
|
|
2024
Q1 | $905K | Sell |
21,541
-25,657
| -54% | -$1.01M | 0.07% | 296 |
|
|
2023
Q4 | $1.84M | Sell |
47,198
-7,755
| -14% | -$290K | 0.16% | 122 |
|
|
2023
Q3 | $1.92M | Buy |
54,953
+12,346
| +29% | +$451K | 0.2% | 103 |
|
|
2023
Q2 | $1.55M | Sell |
42,607
-99,188
| -70% | -$3.72M | 0.16% | 125 |
|
|
2023
Q1 | $5.3M | Buy |
141,795
+56,936
| +67% | +$2.04M | 0.29% | 54 |
|
|
2022
Q4 | $2.94M | Buy |
84,859
+2,735
| +3% | +$89.8K | 0.18% | 109 |
|
|
2022
Q3 | $2.59M | Sell |
82,124
-14,003
| -15% | -$459K | 0.18% | 115 |
|
|
2022
Q2 | $3.3M | Sell |
96,127
-10,172
| -10% | -$362K | 0.22% | 92 |
|
|
2022
Q1 | $3.92M | Sell |
106,299
-43,200
| -29% | -$1.54M | 0.24% | 74 |
|
|
2021
Q4 | $5.2M | Sell |
149,499
-2,890
| -2% | -$98.8K | 0.32% | 59 |
|
|
2021
Q3 | $5.09M | Buy |
152,389
+4,747
| +3% | +$162K | 0.35% | 50 |
|
|
2021
Q2 | $4.98M | Buy |
147,642
+42,758
| +41% | +$1.48M | 0.36% | 50 |
|
|
2021
Q1 | $3.41M | Sell |
104,884
-48,309
| -32% | -$1.65M | 0.29% | 63 |
|
|
2020
Q4 | $5.55M | Sell |
153,193
-62,820
| -29% | -$2.25M | 0.5% | 34 |
|
|
2020
Q3 | $7.77M | Buy |
216,013
+62,694
| +41% | +$2.29M | 0.87% | 14 |
|
|
2020
Q2 | $5.21M | Buy |
153,319
+10,350
| +7% | +$339K | 0.67% | 26 |
|
|
2020
Q1 | $4.31M | Buy |
142,969
+52,941
| +59% | +$1.6M | 0.75% | 22 |
|
|
2019
Q4 | $2.61M | Buy |
90,028
+10,570
| +13% | +$300K | 0.33% | 76 |
|
|
2019
Q3 | $2.24M | Sell |
79,458
-560
| -0.7% | -$15.8K | 0.36% | 57 |
|
|
2019
Q2 | $2.16M | Buy |
80,018
+69,096
| +633% | +$1.73M | 0.42% | 44 |
|
|
2019
Q1 | $270K | Buy |
10,922
+6,069
| +125% | +$152K | 0.05% | 257 |
|
|
2018
Q4 | $119K | Buy |
+4,853
| New | +$114K | 0.03% | 449 |
|
|
2018
Q3 | – | Sell |
-32,232
| Closed | -$775K | – | 651 |
|
|
2018
Q2 | $775K | Sell |
32,232
-1,101
| -3% | -$27.6K | 0.22% | 96 |
|
|
2018
Q1 | $849K | Buy |
33,333
+19,876
| +148% | +$507K | 0.25% | 76 |
|
|
2017
Q4 | $337K | Sell |
13,457
-265
| -2% | -$6.5K | 0.07% | 312 |
|
|
2017
Q3 | $338K | Buy |
+13,722
| New | +$338K | 0.08% | 293 |
|
Other funds holding IAU
Belpointe Asset Management's IAU Position: Q2 2026 in Review
Belpointe Asset Management reduced its iShares Gold Trust (IAU) stake by 4.5% in Q2 2026, selling an estimated $40.2K and leaving 10,021 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #579.
Belpointe Asset Management first reported a position in IAU in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.77M in Q3 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Belpointe Asset Management held 10,021 shares of iShares Gold Trust worth $757K as of Q2 2026.
- Belpointe Asset Management sold 473 iShares Gold Trust shares in Q2 2026, an estimated $40.2K.
- iShares Gold Trust made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #579 holding.
- Belpointe Asset Management first reported a position in iShares Gold Trust in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's iShares Gold Trust position peaked at $7.77M in Q3 2020.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.