Empirical Wealth Management’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 | $2.67M | Buy |
35,299
+868
| +3% | +$73.7K | 0.04% | 235 |
|
|
2026
Q1 | $3.04M | Buy |
34,431
+1,617
| +5% | +$148K | 0.05% | 203 |
|
|
2025
Q4 | $2.66M | Buy |
32,814
+2,235
| +7% | +$175K | 0.05% | 214 |
|
|
2025
Q3 | $2.23M | Buy |
30,579
+3,406
| +13% | +$222K | 0.04% | 229 |
|
|
2025
Q2 | $1.69M | Sell |
27,173
-766
| -3% | -$47.5K | 0.04% | 252 |
|
|
2025
Q1 | $1.65M | Buy |
27,939
+3,139
| +13% | +$170K | 0.04% | 235 |
|
|
2024
Q4 | $1.23M | Buy |
24,800
+802
| +3% | +$40.3K | 0.03% | 258 |
|
|
2024
Q3 | $1.19M | Sell |
23,998
-2,875
| -11% | -$135K | 0.03% | 251 |
|
|
2024
Q2 | $1.18M | Buy |
26,873
+2,254
| +9% | +$99.6K | 0.04% | 242 |
|
|
2024
Q1 | $1.03M | Buy |
24,619
+1,830
| +8% | +$71.7K | 0.03% | 257 |
|
|
2023
Q4 | $889K | Sell |
22,789
-3,229
| -12% | -$121K | 0.03% | 249 |
|
|
2023
Q3 | $910K | Sell |
26,018
-1,435
| -5% | -$52.4K | 0.04% | 234 |
|
|
2023
Q2 | $999K | Sell |
27,453
-4,220
| -13% | -$158K | 0.04% | 225 |
|
|
2023
Q1 | $1.18M | Buy |
31,673
+5,308
| +20% | +$190K | 0.05% | 192 |
|
|
2022
Q4 | $912K | Sell |
26,365
-146
| -0.6% | -$4.79K | 0.04% | 222 |
|
|
2022
Q3 | $836K | Sell |
26,511
-1,184
| -4% | -$38.8K | 0.04% | 217 |
|
|
2022
Q2 | $950K | Sell |
27,695
-1,110
| -4% | -$39.5K | 0.05% | 203 |
|
|
2022
Q1 | $1.06M | Buy |
28,805
+631
| +2% | +$22.5K | 0.05% | 204 |
|
|
2021
Q4 | $981K | Buy |
28,174
+1,502
| +6% | +$51.3K | 0.05% | 221 |
|
|
2021
Q3 | $891K | Buy |
26,672
+7,369
| +38% | +$251K | 0.05% | 214 |
|
|
2021
Q2 | $651K | Sell |
19,303
-1,175
| -6% | -$40.6K | 0.04% | 245 |
|
|
2021
Q1 | $666K | Sell |
20,478
-2,352
| -10% | -$80.4K | 0.05% | 207 |
|
|
2020
Q4 | $828K | Buy |
22,830
+2,597
| +13% | +$93K | 0.06% | 175 |
|
|
2020
Q3 | $728K | Sell |
20,233
-304
| -1% | -$11.1K | 0.06% | 169 |
|
|
2020
Q2 | $698K | Sell |
20,537
-207
| -1% | -$6.78K | 0.07% | 169 |
|
|
2020
Q1 | $625K | Buy |
20,744
+601
| +3% | +$18.2K | 0.07% | 151 |
|
|
2019
Q4 | $584K | Buy |
20,143
+4,373
| +28% | +$124K | 0.06% | 174 |
|
|
2019
Q3 | $445K | Buy |
15,770
+9,061
| +135% | +$256K | 0.05% | 186 |
|
|
2019
Q2 | $181K | Buy |
+6,709
| New | +$168K | 0.02% | 254 |
|
|
2019
Q1 | – | Sell |
-6,302
| Closed | -$155K | – | 241 |
|
|
2018
Q4 | $155K | Buy |
+6,302
| New | +$148K | 0.03% | 192 |
|
|
2017
Q2 | – | Sell |
-5,590
| Closed | -$134K | – | 133 |
|
|
2017
Q1 | $134K | Buy |
+5,590
| New | +$131K | 0.03% | 129 |
|
Other funds holding IAU
Empirical Wealth Management's IAU Position: Q2 2026 in Review
Empirical Wealth Management increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $73.7K and bringing the position to 35,299 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #235.
Empirical Wealth Management first reported a position in IAU in Q1 2017 and has held it in 31 quarters since. The position peaked at $3.04M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Empirical Wealth Management held 35,299 shares of iShares Gold Trust worth $2.67M as of Q2 2026.
- Empirical Wealth Management bought 868 iShares Gold Trust shares in Q2 2026, an estimated $73.7K.
- iShares Gold Trust made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #235 holding.
- Empirical Wealth Management first reported a position in iShares Gold Trust in Q1 2017 and has held it in 31 quarters since.
- Empirical Wealth Management's iShares Gold Trust position peaked at $3.04M in Q1 2026.
- 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.