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DDD Partners’s iShares Gold Trust IAU Stock Holding History

DDD Partners’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513K Buy
5,818
+53
+0.9% +$4.86K 0.04% 94
2025
Q4 		$468K Hold
5,765
– – 0.03% 98
2025
Q3 		$420K Buy
5,765
+1,932
+50% +$126K 0.03% 99
2025
Q2 		$239K Buy
+3,833
New +$238K 0.03% 102
2022
Q3 		– Sell
-14,994
Closed -$514K – 89
2022
Q2 		$514K Buy
14,994
+537
+4% +$19.1K 0.09% 54
2022
Q1 		$532K Buy
14,457
+1,130
+8% +$40.4K 0.07% 54
2021
Q4 		$464K Buy
13,327
+465
+4% +$15.9K 0.06% 63
2021
Q3 		$430K Buy
12,862
+109
+0.9% +$3.71K 0.06% 56
2021
Q2 		$430K Buy
12,753
+1,290
+11% +$44.6K 0.07% 54
2021
Q1 		$373K Buy
+11,463
New +$392K 0.06% 55

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

DDD Partners's IAU Position: Q1 2026 in Review

DDD Partners increased its iShares Gold Trust (IAU) stake by 0.92% in Q1 2026, buying an estimated $4.86K and bringing the position to 5,818 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #94.

DDD Partners first reported a position in IAU in Q1 2021 and has held it in 10 quarters since. The position peaked at $532K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • DDD Partners held 5,818 shares of iShares Gold Trust worth $513K as of Q1 2026.
  • DDD Partners bought 53 iShares Gold Trust shares in Q1 2026, an estimated $4.86K.
  • iShares Gold Trust made up 0.04% of DDD Partners's portfolio in Q1 2026, its #94 holding.
  • DDD Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 10 quarters since.
  • DDD Partners's iShares Gold Trust position peaked at $532K in Q1 2022.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.