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Chatham Capital Group’s iShares Gold Trust IAU Stock Holding History

Chatham Capital Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.6M Sell
312,445
-11,550
-4% -$980K 3.01% 4
2026
Q1 		$28.6M Sell
323,995
-37,755
-10% -$3.46M 4.14% 3
2025
Q4 		$29.4M Sell
361,750
-3,815
-1% -$298K 4.18% 3
2025
Q3 		$26.6M Buy
365,565
+4,265
+1% +$278K 3.83% 3
2025
Q2 		$22.5M Sell
361,300
-20,008
-5% -$1.24M 3.44% 3
2025
Q1 		$22.5M Sell
381,308
-25,437
-6% -$1.38M 3.75% 3
2024
Q4 		$20.1M Buy
406,745
+9,175
+2% +$461K 3.31% 4
2024
Q3 		$19.8M Sell
397,570
-1,500
-0.4% -$70.2K 3.23% 3
2024
Q2 		$17.5M Buy
399,070
+250
+0.1% +$11K 3.06% 3
2024
Q1 		$16.8M Buy
398,820
+2,890
+0.7% +$113K 3.07% 3
2023
Q4 		$15.5M Buy
395,930
+290,035
+274% +$10.9M 3.13% 3
2023
Q3 		$3.71M Buy
105,895
+10,000
+10% +$365K 0.83% 37
2023
Q2 		$3.49M Hold
95,895
– – 0.73% 45
2023
Q1 		$3.58M Sell
95,895
-4,715
-5% -$169K 0.8% 41
2022
Q4 		$3.48M Sell
100,610
-4,560
-4% -$150K 0.82% 39
2022
Q3 		$3.32M Sell
105,170
-15,440
-13% -$506K 0.81% 35
2022
Q2 		$4.14M Buy
120,610
+800
+0.7% +$28.5K 0.94% 31
2022
Q1 		$4.41M Sell
119,810
-420,521
-78% -$15M 0.85% 37
2021
Q4 		$18.8M Sell
540,331
-21,530
-4% -$736K 3.4% 3
2021
Q3 		$18.8M Buy
561,861
+2,760
+0.5% +$94K 3.61% 3
2021
Q2 		$18.8M Sell
559,101
-5,084
-0.9% -$176K 3.64% 3
2021
Q1 		$18.3M Buy
564,185
+19,670
+4% +$672K 3.84% 2
2020
Q4 		$19.7M Buy
544,515
+14,725
+3% +$527K 4.44% 2
2020
Q3 		$19.1M Buy
529,790
+5,312
+1% +$194K 4.7% 2
2020
Q2 		$17.8M Buy
524,478
+194,388
+59% +$6.37M 4.61% 2
2020
Q1 		$9.95M Buy
330,090
+12,490
+4% +$378K 2.94% 5
2019
Q4 		$9.21M Buy
+317,600
New +$9.01M 2.27% 8
2018
Q4 		– Sell
-10,000
Closed -$229K – 155
2018
Q3 		$229K Hold
10,000
– – 0.06% 146
2018
Q2 		$240K Hold
10,000
– – 0.06% 141
2018
Q1 		$255K Hold
10,000
– – 0.07% 129
2017
Q4 		$250K Sell
10,000
-500
-5% -$12.3K 0.07% 132
2017
Q3 		$259K Hold
10,500
– – 0.07% 134
2017
Q2 		$251K Hold
10,500
– – 0.07% 138
2017
Q1 		$252K Hold
10,500
– – 0.07% 135
2016
Q4 		$233K Hold
10,500
– – 0.07% 131
2016
Q3 		$266K Hold
10,500
– – 0.08% 126
2016
Q2 		$268K Hold
10,500
– – 0.08% 128
2016
Q1 		$249K Hold
10,500
– – 0.08% 124
2015
Q4 		$215K Hold
10,500
– – 0.07% 136
2015
Q3 		$226K Hold
10,500
– – 0.08% 131
2015
Q2 		$238K Hold
10,500
– – 0.07% 141
2015
Q1 		$240K Hold
10,500
– – 0.07% 151
2014
Q4 		$240K Sell
10,500
-250
-2% -$5.81K 0.07% 147
2014
Q3 		$252K Buy
+10,750
New +$267K 0.08% 140

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Chatham Capital Group's IAU Position: Q2 2026 in Review

Chatham Capital Group reduced its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, selling an estimated $980K and leaving 312,445 shares worth $23.6M. The position accounts for 3.01% of the portfolio, ranked #4.

Chatham Capital Group first reported a position in IAU in Q3 2014 and has held it in 44 quarters since. The position peaked at $29.4M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Chatham Capital Group held 312,445 shares of iShares Gold Trust worth $23.6M as of Q2 2026.
  • Chatham Capital Group sold 11,550 iShares Gold Trust shares in Q2 2026, an estimated $980K.
  • iShares Gold Trust made up 3.01% of Chatham Capital Group's portfolio in Q2 2026, its #4 holding.
  • Chatham Capital Group first reported a position in iShares Gold Trust in Q3 2014 and has held it in 44 quarters since.
  • Chatham Capital Group's iShares Gold Trust position peaked at $29.4M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.