EFG Asset Management (Americas)’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
Q3 | $11.3M | Sell |
154,906
-1,268
| -0.8% | -$82.7K | 1.95% | 8 |
|
|
2025
Q2 | $9.74M | Sell |
156,174
-62,534
| -29% | -$3.87M | 1.8% | 13 |
|
|
2025
Q1 | $12.9M | Sell |
218,708
-4,171
| -2% | -$226K | 2.61% | 6 |
|
|
2024
Q4 | $11M | Sell |
222,879
-7,583
| -3% | -$381K | 2.15% | 9 |
|
|
2024
Q3 | $11.5M | Sell |
230,462
-45,141
| -16% | -$2.11M | 2.24% | 8 |
|
|
2024
Q2 | $12.1M | Buy |
275,603
+55,332
| +25% | +$2.45M | 2.37% | 8 |
|
|
2024
Q1 | $9.25M | Buy |
220,271
+152,944
| +227% | +$6M | 2.82% | 6 |
|
|
2023
Q4 | $2.63M | Buy |
67,327
+51,973
| +338% | +$1.94M | 0.57% | 60 |
|
|
2023
Q3 | $534K | Buy |
15,354
+7,676
| +100% | +$280K | 0.13% | 110 |
|
|
2023
Q2 | $280K | Sell |
7,678
-5,851
| -43% | -$219K | 0.06% | 129 |
|
|
2023
Q1 | $507K | Sell |
13,529
-13,664
| -50% | -$490K | 0.12% | 102 |
|
|
2022
Q4 | $940K | Sell |
27,193
-6,431
| -19% | -$211K | 0.23% | 96 |
|
|
2022
Q3 | $1.46M | Sell |
33,624
-2,830
| -8% | -$92.7K | 0.37% | 77 |
|
|
2022
Q2 | $1.59M | Sell |
36,454
-728,218
| -95% | -$25.9M | 0.38% | 70 |
|
|
2022
Q1 | $28.5M | Buy |
764,672
+35,411
| +5% | +$1.27M | 5.27% | 1 |
|
|
2021
Q4 | $25.7M | Buy |
729,261
+14,740
| +2% | +$504K | 4.31% | 1 |
|
|
2021
Q3 | $24.2M | Buy |
714,521
+26,108
| +4% | +$889K | 4.3% | 1 |
|
|
2021
Q2 | $23.5M | Buy |
688,413
+9,509
| +1% | +$329K | 4.36% | 1 |
|
|
2021
Q1 | $22.4M | Buy |
678,904
+40,255
| +6% | +$1.38M | 4.57% | 1 |
|
|
2020
Q4 | $23.5M | Buy |
638,649
+3,502
| +0.6% | +$125K | 4.8% | 1 |
|
|
2020
Q3 | $23.2M | Buy |
635,147
+564,173
| +795% | +$20.6M | 5.22% | 1 |
|
|
2020
Q2 | $2.83M | Buy |
70,974
+11,113
| +19% | +$364K | 0.74% | 54 |
|
|
2020
Q1 | $2.23M | Buy |
+59,861
| New | +$1.81M | 0.72% | 57 |
|
|
2018
Q4 | – | Sell |
-108,704
| Closed | -$2.46M | – | 111 |
|
|
2018
Q3 | $2.46M | Sell |
108,704
-59,977
| -36% | -$1.39M | 0.7% | 55 |
|
|
2018
Q2 | $4.05M | Buy |
168,681
+51,876
| +44% | +$1.3M | 1.22% | 25 |
|
|
2018
Q1 | $2.92M | Sell |
116,805
-60,270
| -34% | -$1.54M | 1.21% | 24 |
|
|
2017
Q4 | $4.4M | Buy |
177,075
+64,330
| +57% | +$1.58M | 1.59% | 16 |
|
|
2017
Q3 | $2.78M | Buy |
112,745
+21,031
| +23% | +$517K | 1.05% | 30 |
|
|
2017
Q2 | $2.2M | Buy |
91,714
+20,367
| +29% | +$493K | 0.83% | 34 |
|
|
2017
Q1 | $1.72M | Buy |
71,347
+29,490
| +70% | +$693K | 0.67% | 48 |
|
|
2016
Q4 | $928K | Sell |
41,857
-8,404
| -17% | -$197K | 0.4% | 70 |
|
|
2016
Q3 | $1.27M | Buy |
50,261
+22,965
| +84% | +$591K | 0.54% | 50 |
|
|
2016
Q2 | $697K | Buy |
+27,296
| New | +$663K | 0.33% | 62 |
|
|
2015
Q2 | – | Sell |
-3,297
| Closed | -$76K | – | 120 |
|
|
2015
Q1 | $76K | Hold |
3,297
| – | – | 0.06% | 100 |
|
|
2014
Q4 | $75K | Hold |
3,297
| – | – | 0.05% | 137 |
|
|
2014
Q3 | $77K | Buy |
+3,297
| New | +$81.8K | 0.08% | 64 |
|
Other funds holding IAU
WI
EFG Asset Management (Americas)'s IAU Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its iShares Gold Trust (IAU) stake by 0.81% in Q3 2025, selling an estimated $82.7K and leaving 154,906 shares worth $11.3M. The position accounts for 1.95% of the portfolio, ranked #8.
EFG Asset Management (Americas) first reported a position in IAU in Q3 2014 and has held it in 36 quarters since. The position peaked at $28.5M in Q1 2022. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.
- EFG Asset Management (Americas) held 154,906 shares of iShares Gold Trust worth $11.3M as of Q3 2025.
- EFG Asset Management (Americas) sold 1,268 iShares Gold Trust shares in Q3 2025, an estimated $82.7K.
- iShares Gold Trust made up 1.95% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #8 holding.
- EFG Asset Management (Americas) first reported a position in iShares Gold Trust in Q3 2014 and has held it in 36 quarters since.
- EFG Asset Management (Americas)'s iShares Gold Trust position peaked at $28.5M in Q1 2022.
- 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.