D.A. Davidson & Co’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 | $5.47M | Buy |
72,383
+170
| +0.2% | +$14.4K | 0.03% | 398 |
|
|
2026
Q1 | $6.37M | Buy |
72,213
+8,174
| +13% | +$750K | 0.04% | 341 |
|
|
2025
Q4 | $5.2M | Buy |
64,039
+5,119
| +9% | +$400K | 0.03% | 376 |
|
|
2025
Q3 | $4.29M | Sell |
58,920
-5,132
| -8% | -$335K | 0.03% | 415 |
|
|
2025
Q2 | $3.99M | Sell |
64,052
-28,742
| -31% | -$1.78M | 0.03% | 393 |
|
|
2025
Q1 | $5.47M | Sell |
92,794
-11,101
| -11% | -$601K | 0.04% | 314 |
|
|
2024
Q4 | $5.14M | Buy |
103,895
+60,131
| +137% | +$3.02M | 0.04% | 316 |
|
|
2024
Q3 | $2.18M | Sell |
43,764
-1,779
| -4% | -$83.3K | 0.02% | 524 |
|
|
2024
Q2 | $2M | Sell |
45,543
-1,150
| -2% | -$50.8K | 0.02% | 530 |
|
|
2024
Q1 | $1.96M | Sell |
46,693
-18,830
| -29% | -$738K | 0.02% | 537 |
|
|
2023
Q4 | $2.56M | Sell |
65,523
-24,836
| -27% | -$929K | 0.03% | 437 |
|
|
2023
Q3 | $3.16M | Sell |
90,359
-36,739
| -29% | -$1.34M | 0.03% | 357 |
|
|
2023
Q2 | $4.63M | Buy |
127,098
+6,760
| +6% | +$253K | 0.05% | 279 |
|
|
2023
Q1 | $4.5M | Sell |
120,338
-251,576
| -68% | -$9.03M | 0.05% | 273 |
|
|
2022
Q4 | $12.9M | Sell |
371,914
-92,638
| -20% | -$3.04M | 0.15% | 116 |
|
|
2022
Q3 | $14.6M | Buy |
464,552
+6,089
| +1% | +$200K | 0.19% | 95 |
|
|
2022
Q2 | $15.7M | Buy |
458,463
+22,400
| +5% | +$797K | 0.2% | 92 |
|
|
2022
Q1 | $16.1M | Buy |
436,063
+25,783
| +6% | +$921K | 0.18% | 101 |
|
|
2021
Q4 | $14.3M | Buy |
410,280
+26,471
| +7% | +$905K | 0.15% | 113 |
|
|
2021
Q3 | $12.8M | Buy |
383,809
+41,875
| +12% | +$1.43M | 0.15% | 117 |
|
|
2021
Q2 | $11.5M | Buy |
341,934
+36,734
| +12% | +$1.27M | 0.14% | 128 |
|
|
2021
Q1 | $9.93M | Buy |
305,200
+32,525
| +12% | +$1.11M | 0.13% | 134 |
|
|
2020
Q4 | $9.89M | Sell |
272,675
-31,443
| -10% | -$1.13M | 0.15% | 110 |
|
|
2020
Q3 | $10.9M | Buy |
304,118
+67,928
| +29% | +$2.48M | 0.19% | 92 |
|
|
2020
Q2 | $8.03M | Buy |
236,190
+24,533
| +12% | +$804K | 0.15% | 112 |
|
|
2020
Q1 | $6.38M | Buy |
211,657
+133,218
| +170% | +$4.03M | 0.12% | 127 |
|
|
2019
Q4 | $2.27M | Buy |
78,439
+16,150
| +26% | +$458K | 0.04% | 339 |
|
|
2019
Q3 | $1.76M | Buy |
62,289
+16,134
| +35% | +$455K | 0.03% | 371 |
|
|
2019
Q2 | $1.25M | Buy |
46,155
+6,369
| +16% | +$160K | 0.02% | 425 |
|
|
2019
Q1 | $985K | Buy |
39,786
+18,796
| +90% | +$469K | 0.02% | 508 |
|
|
2018
Q4 | $516K | Buy |
20,990
+6,843
| +48% | +$161K | 0.01% | 637 |
|
|
2018
Q3 | $323K | Buy |
14,147
+3,969
| +39% | +$92.2K | 0.01% | 880 |
|
|
2018
Q2 | $245K | Hold |
10,178
| – | – | ﹤0.01% | 950 |
|
|
2018
Q1 | $259K | Sell |
10,178
-558
| -5% | -$14.2K | 0.01% | 902 |
|
|
2017
Q4 | $269K | Sell |
10,736
-4
| -0% | -$98 | 0.01% | 888 |
|
|
2017
Q3 | $264K | Buy |
10,740
+2,517
| +31% | +$61.9K | 0.01% | 904 |
|
|
2017
Q2 | $196K | Sell |
8,223
-1,051
| -11% | -$25.4K | ﹤0.01% | 960 |
|
|
2017
Q1 | $222K | Sell |
9,274
-489
| -5% | -$11.5K | 0.01% | 896 |
|
|
2016
Q4 | $216K | Sell |
9,763
-200
| -2% | -$4.69K | ﹤0.01% | 967 |
|
|
2016
Q3 | $252K | Buy |
9,963
+2,531
| +34% | +$65.1K | 0.01% | 852 |
|
|
2016
Q2 | $189K | Buy |
7,432
+715
| +11% | +$17.4K | 0.01% | 863 |
|
|
2016
Q1 | $159K | Sell |
6,717
-1,751
| -21% | -$40.1K | 0.01% | 936 |
|
|
2015
Q4 | $172K | Buy |
8,468
+3,236
| +62% | +$69K | 0.01% | 894 |
|
|
2015
Q3 | $112K | Buy |
5,232
+848
| +19% | +$18.4K | ﹤0.01% | 1052 |
|
|
2015
Q2 | $99K | Buy |
4,384
+422
| +11% | +$9.74K | ﹤0.01% | 1151 |
|
|
2015
Q1 | $90K | Sell |
3,962
-175
| -4% | -$4.13K | ﹤0.01% | 1183 |
|
|
2014
Q4 | $94K | Sell |
4,137
-500
| -11% | -$11.6K | ﹤0.01% | 1166 |
|
|
2014
Q3 | $108K | Hold |
4,637
| – | – | ﹤0.01% | 1085 |
|
|
2014
Q2 | $119K | Hold |
4,637
| – | – | ﹤0.01% | 1069 |
|
|
2014
Q1 | $115K | Sell |
4,637
-178
| -4% | -$4.46K | ﹤0.01% | 1065 |
|
|
2013
Q4 | $112K | Buy |
4,815
+1,940
| +67% | +$47.9K | ﹤0.01% | 1017 |
|
|
2013
Q3 | $74K | Sell |
2,875
-590
| -17% | -$15.2K | ﹤0.01% | 1007 |
|
|
2013
Q2 | $83K | Buy |
+3,465
| New | +$95.4K | ﹤0.01% | 939 |
|
Other funds holding IAU
D.A. Davidson & Co's IAU Position: Q2 2026 in Review
D.A. Davidson & Co increased its iShares Gold Trust (IAU) stake by 0.24% in Q2 2026, buying an estimated $14.4K and bringing the position to 72,383 shares worth $5.47M. The position accounts for 0.03% of the portfolio, ranked #398.
D.A. Davidson & Co first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- D.A. Davidson & Co held 72,383 shares of iShares Gold Trust worth $5.47M as of Q2 2026.
- D.A. Davidson & Co bought 170 iShares Gold Trust shares in Q2 2026, an estimated $14.4K.
- iShares Gold Trust made up 0.03% of D.A. Davidson & Co's portfolio in Q2 2026, its #398 holding.
- D.A. Davidson & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
- D.A. Davidson & Co's iShares Gold Trust position peaked at $16.1M in Q1 2022.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.