Chevy Chase Trust’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
Q1 | $139M | Sell |
1,575,158
-36,664
| -2% | -$3.36M | 0.4% | 48 |
|
|
2025
Q4 | $131M | Sell |
1,611,822
-78,767
| -5% | -$6.16M | 0.35% | 52 |
|
|
2025
Q3 | $123M | Buy |
1,690,589
+4,481
| +0.3% | +$292K | 0.34% | 50 |
|
|
2025
Q2 | $105M | Sell |
1,686,108
-158,779
| -9% | -$9.84M | 0.31% | 62 |
|
|
2025
Q1 | $109M | Buy |
1,844,887
+3,084
| +0.2% | +$167K | 0.35% | 57 |
|
|
2024
Q4 | $91.2M | Buy |
1,841,803
+138,592
| +8% | +$6.96M | 0.28% | 63 |
|
|
2024
Q3 | $84.6M | Buy |
1,703,211
+67,732
| +4% | +$3.17M | 0.26% | 80 |
|
|
2024
Q2 | $71.8M | Sell |
1,635,479
-43,575
| -3% | -$1.93M | 0.23% | 89 |
|
|
2024
Q1 | $70.5M | Sell |
1,679,054
-16,807
| -1% | -$659K | 0.23% | 91 |
|
|
2023
Q4 | $66.2M | Buy |
1,695,861
+621,382
| +58% | +$23.3M | 0.24% | 90 |
|
|
2023
Q3 | $37.6M | Sell |
1,074,479
-205,283
| -16% | -$7.49M | 0.15% | 133 |
|
|
2023
Q2 | $46.6M | Sell |
1,279,762
-35,869
| -3% | -$1.34M | 0.17% | 118 |
|
|
2023
Q1 | $49.2M | Buy |
1,315,631
+342,259
| +35% | +$12.3M | 0.19% | 113 |
|
|
2022
Q4 | $33.7M | Buy |
973,372
+15,483
| +2% | +$508K | 0.14% | 147 |
|
|
2022
Q3 | $30.2M | Sell |
957,889
-471,501
| -33% | -$15.5M | 0.13% | 156 |
|
|
2022
Q2 | $49M | Buy |
1,429,390
+66,703
| +5% | +$2.37M | 0.2% | 111 |
|
|
2022
Q1 | $50.2M | Buy |
1,362,687
+119,528
| +10% | +$4.27M | 0.17% | 125 |
|
|
2021
Q4 | $43.3M | Buy |
1,243,159
+1,224
| +0.1% | +$41.8K | 0.14% | 145 |
|
|
2021
Q3 | $41.5M | Sell |
1,241,935
-379,507
| -23% | -$12.9M | 0.14% | 145 |
|
|
2021
Q2 | $54.7M | Sell |
1,621,442
-168,372
| -9% | -$5.82M | 0.19% | 124 |
|
|
2021
Q1 | $58.2M | Sell |
1,789,814
-896,414
| -33% | -$30.6M | 0.21% | 112 |
|
|
2020
Q4 | $97.4M | Buy |
2,686,228
+21,268
| +0.8% | +$761K | 0.35% | 64 |
|
|
2020
Q3 | $95.9M | Buy |
2,664,960
+336,540
| +14% | +$12.3M | 0.38% | 60 |
|
|
2020
Q2 | $79.1M | Buy |
2,328,420
+244,380
| +12% | +$8.01M | 0.32% | 75 |
|
|
2020
Q1 | $62.8M | Buy |
2,084,040
+1,451,717
| +230% | +$43.9M | 0.29% | 79 |
|
|
2019
Q4 | $18.3M | Buy |
632,323
+463,172
| +274% | +$13.1M | 0.07% | 284 |
|
|
2019
Q3 | $4.77M | Buy |
+169,151
| New | +$4.77M | 0.02% | 502 |
|
|
2018
Q4 | – | Sell |
-5,851
| Closed | -$134K | – | 734 |
|
|
2018
Q3 | $134K | Sell |
5,851
-3,401
| -37% | -$79K | ﹤0.01% | 651 |
|
|
2018
Q2 | $222K | Buy |
+9,252
| New | +$232K | ﹤0.01% | 644 |
|
Other funds holding IAU
Chevy Chase Trust's IAU Position: Q1 2026 in Review
Chevy Chase Trust reduced its iShares Gold Trust (IAU) stake by 2.3% in Q1 2026, selling an estimated $3.36M and leaving 1,575,158 shares worth $139M. The position accounts for 0.4% of the portfolio, ranked #48.
Chevy Chase Trust first reported a position in IAU in Q2 2018 and has held it in 29 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Chevy Chase Trust held 1,575,158 shares of iShares Gold Trust worth $139M as of Q1 2026.
- Chevy Chase Trust sold 36,664 iShares Gold Trust shares in Q1 2026, an estimated $3.36M.
- iShares Gold Trust made up 0.4% of Chevy Chase Trust's portfolio in Q1 2026, its #48 holding.
- Chevy Chase Trust first reported a position in iShares Gold Trust in Q2 2018 and has held it in 29 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.