Clifford Swan Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-9,773
| Closed | -$711K | – | 329 |
|
|
2025
Q3 | $711K | Hold |
9,773
| – | – | 0.02% | 197 |
|
|
2025
Q2 | $609K | Hold |
9,773
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $576K | Hold |
9,773
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $484K | Hold |
9,773
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $486K | Hold |
9,773
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $429K | Buy |
9,773
+51
| +0.5% | +$2.25K | 0.02% | 231 |
|
|
2024
Q1 | $408K | Buy |
9,722
+672
| +7% | +$26.3K | 0.02% | 237 |
|
|
2023
Q4 | $353K | Buy |
9,050
+120
| +1% | +$4.49K | 0.01% | 245 |
|
|
2023
Q3 | $312K | Hold |
8,930
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $325K | Hold |
8,930
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $334K | Hold |
8,930
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $309K | Hold |
8,930
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $282K | Hold |
8,930
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $306K | Hold |
8,930
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $329K | Hold |
8,930
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $311K | Hold |
8,930
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $305K | Hold |
8,930
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $308K | Hold |
8,930
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $290K | Hold |
8,930
| – | – | 0.01% | 280 |
|
|
2020
Q4 | $324K | Hold |
8,930
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $321K | Hold |
8,930
| – | – | 0.02% | 257 |
|
|
2020
Q2 | $303K | Sell |
8,930
-1,292
| -13% | -$42.3K | 0.02% | 254 |
|
|
2020
Q1 | $308K | Buy |
10,222
+1,292
| +14% | +$39.1K | 0.02% | 235 |
|
|
2019
Q4 | $259K | Hold |
8,930
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $252K | Hold |
8,930
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $241K | Hold |
8,930
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $221K | Hold |
8,930
| – | – | 0.01% | 286 |
|
|
2018
Q4 | $219K | Hold |
8,930
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $204K | Sell |
8,930
-256
| -3% | -$5.95K | 0.01% | 305 |
|
|
2018
Q2 | $221K | Hold |
9,186
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $234K | Hold |
9,186
| – | – | 0.01% | 281 |
|
|
2017
Q4 | $230K | Buy |
9,186
+256
| +3% | +$6.28K | 0.01% | 291 |
|
|
2017
Q3 | $220K | Hold |
8,930
| – | – | 0.01% | 291 |
|
|
2017
Q2 | $213K | Hold |
8,930
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $214K | Hold |
8,930
| – | – | 0.01% | 282 |
|
|
2016
Q4 | $198K | Buy |
+8,930
| New | +$209K | 0.01% | 269 |
|
|
2016
Q3 | – | Sell |
-8,930
| Closed | -$228K | – | 283 |
|
|
2016
Q2 | $228K | Hold |
8,930
| – | – | 0.02% | 240 |
|
|
2016
Q1 | $212K | Hold |
8,930
| – | – | 0.01% | 250 |
|
|
2015
Q4 | $183K | Buy |
+8,930
| New | +$190K | 0.01% | 260 |
|
Other funds holding IAU
Clifford Swan Investment Counsel's IAU Position: Q4 2025 in Review
Clifford Swan Investment Counsel sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 9,773 shares — an estimated $711K sold.
Clifford Swan Investment Counsel first reported a position in IAU in Q4 2015 and held it in 39 quarters. The position peaked at $711K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.
- Clifford Swan Investment Counsel reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
- Clifford Swan Investment Counsel sold 9,773 iShares Gold Trust shares in Q4 2025, an estimated $711K.
- Clifford Swan Investment Counsel first reported a position in iShares Gold Trust in Q4 2015 and held it in 39 quarters.
- Clifford Swan Investment Counsel's iShares Gold Trust position peaked at $711K in Q3 2025.
- 1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.
Based on Clifford Swan Investment Counsel's 13F filing for Q4 2025, filed 11 Feb 2026.