Cadinha & Co’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
$39M Sell
516,618
-4,994
-1% -$424K 5.78% 1
2026
Q1
$46M Sell
521,612
-5,089
-1% -$467K 8.57% 1
2025
Q4
$42.8M Sell
526,701
-2,005
-0.4% -$157K 6.6% 2
2025
Q3
$38.5M Buy
528,706
+6,021
+1% +$393K 5.23% 2
2025
Q2
$32.6M Buy
522,685
+5,509
+1% +$341K 5.41% 5
2025
Q1
$30.5M Buy
517,176
+430,294
+495% +$23.3M 6.55% 4
2024
Q4
$4.3M Sell
86,882
-587,687
-87% -$29.5M 0.71% 26
2024
Q3
$33.5M Buy
674,569
+13,682
+2% +$640K 5.73% 3
2024
Q2
$29M Buy
660,887
+41,071
+7% +$1.81M 5.38% 4
2024
Q1
$26M Sell
619,816
-10,236
-2% -$401K 4.47% 4
2023
Q4
$24.6M Buy
630,052
+1,396
+0.2% +$52.2K 3.93% 6
2023
Q3
$22M Buy
628,656
+233,011
+59% +$8.5M 4.86% 3
2023
Q2
$14.4M Buy
395,645
+347,068
+714% +$13M 2.62% 22
2023
Q1
$1.82M Sell
48,577
-74
-0.2% -$2.66K 0.5% 31
2022
Q4
$1.68M Sell
48,651
-381
-0.8% -$12.5K 0.38% 30
2022
Q3
$1.55M Sell
49,032
-7,430
-13% -$243K 0.52% 25
2022
Q2
$1.94M Sell
56,462
-3,474
-6% -$124K 0.43% 25
2022
Q1
$2.21M Sell
59,936
-1,127
-2% -$40.3K 0.32% 34
2021
Q4
$2.13M Buy
61,063
+330
+0.5% +$11.3K 0.29% 38
2021
Q3
$2.03M Sell
60,733
-456,258
-88% -$15.5M 0.29% 44
2021
Q2
$17.4M Buy
516,991
+391,114
+311% +$13.5M 2.34% 23
2021
Q1
$4.09M Sell
125,877
-400,685
-76% -$13.7M 0.59% 36
2020
Q4
$19.1M Sell
526,562
-356
-0.1% -$12.7K 2.64% 20
2020
Q3
$19M Sell
526,918
-381,207
-42% -$13.9M 3.29% 12
2020
Q2
$30.9M Buy
908,125
+121,996
+16% +$4M 5.25% 2
2020
Q1
$23.7M Buy
786,129
+12,693
+2% +$384K 6.29% 1
2019
Q4
$22.4M Buy
773,436
+12,490
+2% +$354K 3.17% 8
2019
Q3
$21.5M Buy
760,946
+157,405
+26% +$4.44M 3.47% 8
2019
Q2
$16.3M Buy
603,541
+4,144
+0.7% +$104K 2.95% 12
2019
Q1
$14.8M Buy
599,397
+20,668
+4% +$516K 2.91% 13
2018
Q4
$14.2M Buy
578,729
+563,695
+3,749% +$13.3M 3.53% 11
2018
Q3
$344K Buy
15,034
+8,500
+130% +$198K 0.05% 100
2018
Q2
$157K Sell
6,534
-9,000
-58% -$226K 0.03% 126
2018
Q1
$395K Hold
15,534
0.08% 86
2017
Q4
$389K Sell
15,534
-1,120
-7% -$27.5K 0.05% 97
2017
Q3
$410K Hold
16,654
0.07% 87
2017
Q2
$398K Hold
16,654
0.07% 89
2017
Q1
$400K Sell
16,654
-1,050
-6% -$24.7K 0.08% 85
2016
Q4
$392K Sell
17,704
-489,890
-97% -$11.5M 0.07% 82
2016
Q3
$12.9M Buy
507,594
+800
+0.2% +$20.6K 2.62% 17
2016
Q2
$12.9M Buy
506,794
+1,575
+0.3% +$38.3K 2.77% 16
2016
Q1
$12M Buy
505,219
+491,985
+3,718% +$11.3M 3.09% 16
2015
Q4
$271K Sell
13,234
-3,400
-20% -$72.5K 0.06% 91
2015
Q3
$359K Buy
16,634
+5,448
+49% +$118K 0.09% 75
2015
Q2
$254K Hold
11,186
0.05% 95
2015
Q1
$256K Hold
11,186
0.05% 98
2014
Q4
$256K Sell
11,186
-7,190
-39% -$167K 0.04% 100
2014
Q3
$430K Sell
18,376
-38,643
-68% -$959K 0.08% 80
2014
Q2
$1.47M Buy
57,019
+20,995
+58% +$525K 0.25% 45
2014
Q1
$896K Buy
36,024
+13,032
+57% +$327K 0.16% 60
2013
Q4
$537K Sell
22,992
-20,775
-47% -$513K 0.1% 69
2013
Q3
$1.13M Sell
43,767
-1,379
-3% -$35.6K 0.23% 44
2013
Q2
$1.08M Buy
+45,146
New +$1.24M 0.25% 33

Other funds holding IAU

Cadinha & Co's IAU Position: Q2 2026 in Review

Cadinha & Co reduced its iShares Gold Trust (IAU) stake by 0.96% in Q2 2026, selling an estimated $424K and leaving 516,618 shares worth $39M. The position accounts for 5.78% of the portfolio, ranked #1.

Cadinha & Co first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $46M in Q1 2026. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cadinha & Co held 516,618 shares of iShares Gold Trust worth $39M as of Q2 2026.
  • Cadinha & Co sold 4,994 iShares Gold Trust shares in Q2 2026, an estimated $424K.
  • iShares Gold Trust made up 5.78% of Cadinha & Co's portfolio in Q2 2026, its #1 holding.
  • Cadinha & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Cadinha & Co's iShares Gold Trust position peaked at $46M in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.