Colonial Trust 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
Q1 | $249K | Sell |
2,820
-409
| -13% | -$37.5K | 0.02% | 186 |
|
|
2025
Q4 | $262K | Buy |
3,229
+395
| +14% | +$30.9K | 0.02% | 183 |
|
|
2025
Q3 | $206K | Hold |
2,834
| – | – | 0.02% | 199 |
|
|
2025
Q2 | $177K | Hold |
2,834
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $167K | Sell |
2,834
-5
| -0.2% | -$270 | 0.01% | 214 |
|
|
2024
Q4 | $141K | Sell |
2,839
-9
| -0.3% | -$452 | 0.01% | 217 |
|
|
2024
Q3 | $142K | Hold |
2,848
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $125K | Sell |
2,848
-22
| -0.8% | -$972 | 0.01% | 224 |
|
|
2024
Q1 | $121K | Buy |
2,870
+22
| +0.8% | +$862 | 0.01% | 224 |
|
|
2023
Q4 | $111K | Sell |
2,848
-2,111
| -43% | -$79K | 0.01% | 228 |
|
|
2023
Q3 | $174K | Sell |
4,959
-9
| -0.2% | -$328 | 0.02% | 194 |
|
|
2023
Q2 | $181K | Hold |
4,968
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $186K | Hold |
4,968
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $172K | Hold |
4,968
| – | – | 0.02% | 210 |
|
|
2022
Q3 | $157K | Buy |
+4,968
| New | +$163K | 0.02% | 202 |
|
|
2018
Q2 | – | Sell |
-5,346
| Closed | -$136K | – | 150 |
|
|
2018
Q1 | $136K | Sell |
5,346
-3,969
| -43% | -$101K | 0.03% | 148 |
|
|
2017
Q4 | $233K | Buy |
9,315
+3,894
| +72% | +$95.5K | 0.04% | 153 |
|
|
2017
Q3 | $133K | Hold |
5,421
| – | – | 0.03% | 138 |
|
|
2017
Q2 | $129K | Buy |
+5,421
| New | +$131K | 0.03% | 140 |
|
|
2016
Q4 | – | Sell |
-10,183
| Closed | -$258K | – | 132 |
|
|
2016
Q3 | $258K | Hold |
10,183
| – | – | 0.08% | 125 |
|
|
2016
Q2 | $260K | Sell |
10,183
-225
| -2% | -$5.47K | 0.08% | 123 |
|
|
2016
Q1 | $247K | Hold |
10,408
| – | – | 0.08% | 126 |
|
|
2015
Q4 | $213K | Sell |
10,408
-1,500
| -13% | -$32K | 0.07% | 134 |
|
|
2015
Q3 | $257K | Sell |
11,908
-165
| -1% | -$3.59K | 0.09% | 123 |
|
|
2015
Q2 | $274K | Sell |
12,073
-1,000
| -8% | -$23.1K | 0.08% | 123 |
|
|
2015
Q1 | $299K | Sell |
13,073
-1,605
| -11% | -$37.8K | 0.09% | 122 |
|
|
2014
Q4 | $336K | Sell |
14,678
-2,900
| -16% | -$67.4K | 0.13% | 112 |
|
|
2014
Q3 | $411K | Sell |
17,578
-1,350
| -7% | -$33.5K | 0.13% | 110 |
|
|
2014
Q2 | $488K | Sell |
18,928
-1,425
| -7% | -$35.6K | 0.15% | 103 |
|
|
2014
Q1 | $506K | Sell |
20,353
-550
| -3% | -$13.8K | 0.16% | 97 |
|
|
2013
Q4 | $488K | Sell |
20,903
-10,882
| -34% | -$269K | 0.15% | 88 |
|
|
2013
Q3 | $819K | Sell |
31,785
-2,475
| -7% | -$63.9K | 0.28% | 75 |
|
|
2013
Q2 | $822K | Buy |
+34,260
| New | +$943K | 0.29% | 73 |
|
Other funds holding IAU
Colonial Trust Advisors's IAU Position: Q1 2026 in Review
Colonial Trust Advisors reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $37.5K and leaving 2,820 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #186.
Colonial Trust Advisors first reported a position in IAU in Q2 2013 and has held it in 33 quarters since. The position peaked at $822K in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Colonial Trust Advisors held 2,820 shares of iShares Gold Trust worth $249K as of Q1 2026.
- Colonial Trust Advisors sold 409 iShares Gold Trust shares in Q1 2026, an estimated $37.5K.
- iShares Gold Trust made up 0.02% of Colonial Trust Advisors's portfolio in Q1 2026, its #186 holding.
- Colonial Trust Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 33 quarters since.
- Colonial Trust Advisors's iShares Gold Trust position peaked at $822K in Q2 2013.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.