Clearstead Advisors’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 | $8.29M | Buy |
109,777
+75,473
| +220% | +$6.41M | 0.08% | 183 |
|
|
2026
Q1 | $3.02M | Sell |
34,304
-389
| -1% | -$35.7K | 0.03% | 297 |
|
|
2025
Q4 | $2.82M | Buy |
34,693
+1,932
| +6% | +$151K | 0.04% | 277 |
|
|
2025
Q3 | $2.38M | Buy |
32,761
+2,694
| +9% | +$176K | 0.03% | 295 |
|
|
2025
Q2 | $1.87M | Sell |
30,067
-420
| -1% | -$26K | 0.03% | 327 |
|
|
2025
Q1 | $1.8M | Buy |
30,487
+428
| +1% | +$23.2K | 0.03% | 320 |
|
|
2024
Q4 | $1.49M | Sell |
30,059
-1,034
| -3% | -$52K | 0.02% | 343 |
|
|
2024
Q3 | $1.55M | Sell |
31,093
-4,503
| -13% | -$211K | 0.02% | 338 |
|
|
2024
Q2 | $1.56M | Buy |
35,596
+18,808
| +112% | +$831K | 0.03% | 309 |
|
|
2024
Q1 | $742K | Sell |
16,788
-376
| -2% | -$14.7K | 0.04% | 262 |
|
|
2023
Q4 | $670K | Sell |
17,164
-43,539
| -72% | -$1.63M | 0.04% | 273 |
|
|
2023
Q3 | $2.12M | Buy |
60,703
+41,933
| +223% | +$1.53M | 0.06% | 205 |
|
|
2023
Q2 | $683K | Buy |
18,770
+2,640
| +16% | +$99K | 0.04% | 257 |
|
|
2023
Q1 | $603K | Sell |
16,130
-173
| -1% | -$6.21K | 0.04% | 231 |
|
|
2022
Q4 | $564K | Sell |
16,303
-194
| -1% | -$6.37K | 0.04% | 242 |
|
|
2022
Q3 | $520K | Sell |
16,497
-24,396
| -60% | -$799K | 0.05% | 219 |
|
|
2022
Q2 | $1.4M | Buy |
40,893
+1,781
| +5% | +$63.4K | 0.11% | 144 |
|
|
2022
Q1 | $1.44M | Buy |
39,112
+5,070
| +15% | +$181K | 0.1% | 151 |
|
|
2021
Q4 | $1.19M | Buy |
34,042
+1,501
| +5% | +$51.3K | 0.08% | 166 |
|
|
2021
Q3 | $1.09M | Sell |
32,541
-1,019
| -3% | -$34.7K | 0.08% | 160 |
|
|
2021
Q2 | $1.13M | Buy |
33,560
+690
| +2% | +$23.9K | 0.09% | 152 |
|
|
2021
Q1 | $1.07M | Hold |
32,870
| – | – | 0.09% | 152 |
|
|
2020
Q4 | $1.19M | Hold |
32,870
| – | – | 0.11% | 138 |
|
|
2020
Q3 | $1.18M | Buy |
32,870
+1,250
| +4% | +$45.6K | 0.13% | 125 |
|
|
2020
Q2 | $1.07M | Buy |
31,620
+911
| +3% | +$29.9K | 0.12% | 127 |
|
|
2020
Q1 | $926K | Buy |
30,709
+1,943
| +7% | +$58.7K | 0.13% | 118 |
|
|
2019
Q4 | $834K | Sell |
28,766
-125
| -0.4% | -$3.54K | 0.1% | 139 |
|
|
2019
Q3 | $815K | Buy |
28,891
+1,230
| +4% | +$34.7K | 0.11% | 130 |
|
|
2019
Q2 | $747K | Hold |
27,661
| – | – | 0.1% | 136 |
|
|
2019
Q1 | $685K | Sell |
27,661
-1,505
| -5% | -$37.6K | 0.09% | 138 |
|
|
2018
Q4 | $717K | Sell |
29,166
-85
| -0.3% | -$2K | 0.11% | 134 |
|
|
2018
Q3 | $669K | Sell |
29,251
-12,728
| -30% | -$296K | 0.09% | 130 |
|
|
2018
Q2 | $1.01M | Buy |
41,979
+85
| +0.2% | +$2.13K | 0.14% | 101 |
|
|
2018
Q1 | $1.07M | Sell |
41,894
-13,240
| -24% | -$338K | 0.15% | 100 |
|
|
2017
Q4 | $1.38M | Sell |
55,134
-3,259
| -6% | -$80K | 0.19% | 88 |
|
|
2017
Q3 | $1.44M | Hold |
58,393
| – | – | 0.19% | 95 |
|
|
2017
Q2 | $1.39M | Buy |
58,393
+2,202
| +4% | +$53.3K | 0.2% | 88 |
|
|
2017
Q1 | $1.35M | Sell |
56,191
-7,412
| -12% | -$174K | 0.2% | 85 |
|
|
2016
Q4 | $1.41M | Buy |
+63,603
| New | +$1.49M | 0.23% | 77 |
|
Other funds holding IAU
Clearstead Advisors's IAU Position: Q2 2026 in Review
Clearstead Advisors increased its iShares Gold Trust (IAU) stake by 220% in Q2 2026, buying an estimated $6.41M and bringing the position to 109,777 shares worth $8.29M. The position accounts for 0.08% of the portfolio, ranked #183.
Clearstead Advisors first reported a position in IAU in Q4 2016 and has held it in 39 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Clearstead Advisors held 109,777 shares of iShares Gold Trust worth $8.29M as of Q2 2026.
- Clearstead Advisors bought 75,473 iShares Gold Trust shares in Q2 2026, an estimated $6.41M.
- iShares Gold Trust made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #183 holding.
- Clearstead Advisors first reported a position in iShares Gold Trust in Q4 2016 and has held it in 39 quarters since.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.