Blume Capital 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 | $69.5K | Hold |
920
| – | – | 0.01% | 184 |
|
|
2026
Q1 | $81.1K | Hold |
920
| – | – | 0.01% | 164 |
|
|
2025
Q4 | $74.7K | Sell |
920
-100
| -10% | -$7.82K | 0.01% | 161 |
|
|
2025
Q3 | $74.2K | Hold |
1,020
| – | – | 0.01% | 166 |
|
|
2025
Q2 | $63.6K | Buy |
1,020
+470
| +85% | +$29.1K | 0.01% | 175 |
|
|
2025
Q1 | $32.4K | Sell |
550
-200
| -27% | -$10.8K | 0.01% | 207 |
|
|
2024
Q4 | $37.1K | Hold |
750
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $37.3K | Hold |
750
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $32.9K | Hold |
750
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $31.5K | Sell |
750
-250
| -25% | -$9.8K | 0.01% | 200 |
|
|
2023
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $35K | Sell |
1,000
-600
| -38% | -$21.9K | 0.01% | 190 |
|
|
2023
Q2 | $58.2K | Sell |
1,600
-400
| -20% | -$15K | 0.02% | 162 |
|
|
2023
Q1 | $74.7K | Hold |
2,000
| – | – | 0.02% | 144 |
|
|
2022
Q4 | $69.2K | Hold |
2,000
| – | – | 0.02% | 145 |
|
|
2022
Q3 | $63K | Hold |
2,000
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $69K | Hold |
2,000
| – | – | 0.03% | 144 |
|
|
2022
Q1 | $74K | Hold |
2,000
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $70K | Hold |
2,000
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $67K | Hold |
2,000
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $67K | Hold |
2,000
| – | – | 0.02% | 148 |
|
|
2021
Q1 | $65K | Sell |
2,000
-846
| -30% | -$28.9K | 0.03% | 139 |
|
|
2020
Q4 | $103K | Sell |
2,846
-500
| -15% | -$17.9K | 0.04% | 96 |
|
|
2020
Q3 | $120K | Hold |
3,346
| – | – | 0.06% | 84 |
|
|
2020
Q2 | $114K | Hold |
3,346
| – | – | 0.06% | 81 |
|
|
2020
Q1 | $100K | Hold |
3,346
| – | – | 0.06% | 81 |
|
|
2019
Q4 | $97K | Sell |
3,346
-1,088
| -25% | -$30.9K | 0.05% | 97 |
|
|
2019
Q3 | $125K | Buy |
4,434
+3,684
| +491% | +$104K | 0.06% | 85 |
|
|
2019
Q2 | $20K | Hold |
750
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $19K | Sell |
750
-462
| -38% | -$11.5K | 0.01% | 163 |
|
|
2018
Q4 | $30K | Hold |
1,212
| – | – | 0.02% | 150 |
|
|
2018
Q3 | $28K | Hold |
1,212
| – | – | 0.01% | 139 |
|
|
2018
Q2 | $29K | Buy |
+1,212
| New | +$30.4K | 0.02% | 137 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$6K | – | 198 |
|
|
2014
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 182 |
|
|
2014
Q1 | $6K | Sell |
250
-727
| -74% | -$18.2K | ﹤0.01% | 207 |
|
|
2013
Q4 | $23K | Buy |
+977
| New | +$24.1K | 0.02% | 168 |
|
Other funds holding IAU
WI
EAM
AL
ET
TFCP
BIAS
Blume Capital Management's IAU Position: Q2 2026 in Review
Blume Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 920 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #184.
Blume Capital Management first reported a position in IAU in Q4 2013 and has held it in 36 quarters since. The position peaked at $125K in Q3 2019. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Blume Capital Management held 920 shares of iShares Gold Trust worth $69.5K as of Q2 2026.
- Blume Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
- iShares Gold Trust made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #184 holding.
- Blume Capital Management first reported a position in iShares Gold Trust in Q4 2013 and has held it in 36 quarters since.
- Blume Capital Management's iShares Gold Trust position peaked at $125K in Q3 2019.
- 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.