Essex Financial Services’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 | $1.47M | Buy |
16,727
+1,556
| +10% | +$143K | 0.08% | 206 |
|
|
2025
Q4 | $1.23M | Sell |
15,171
-1,249
| -8% | -$97.7K | 0.07% | 234 |
|
|
2025
Q3 | $1.19M | Buy |
16,420
+55
| +0.3% | +$3.59K | 0.07% | 233 |
|
|
2025
Q2 | $1.02M | Buy |
16,365
+2,973
| +22% | +$184K | 0.07% | 250 |
|
|
2025
Q1 | $790K | Sell |
13,392
-2,120
| -14% | -$115K | 0.06% | 286 |
|
|
2024
Q4 | $768K | Buy |
15,512
+1,021
| +7% | +$51.3K | 0.05% | 292 |
|
|
2024
Q3 | $752K | Sell |
14,491
-25
| -0.2% | -$1.17K | 0.05% | 299 |
|
|
2024
Q2 | $664K | Buy |
14,516
+2,621
| +22% | +$116K | 0.05% | 312 |
|
|
2024
Q1 | $500K | Buy |
11,895
+13
| +0.1% | +$510 | 0.05% | 326 |
|
|
2023
Q4 | $464K | Hold |
11,882
| – | – | 0.05% | 319 |
|
|
2023
Q3 | $416K | Sell |
11,882
-13
| -0.1% | -$474 | 0.05% | 313 |
|
|
2023
Q2 | $433K | Sell |
11,895
-203
| -2% | -$7.61K | 0.05% | 304 |
|
|
2023
Q1 | $452K | Buy |
12,098
+3,412
| +39% | +$122K | 0.05% | 310 |
|
|
2022
Q4 | $300K | Hold |
8,686
| – | – | 0.03% | 360 |
|
|
2022
Q3 | $274K | Buy |
8,686
+288
| +3% | +$9.44K | 0.03% | 358 |
|
|
2022
Q2 | $288K | Buy |
8,398
+750
| +10% | +$26.7K | 0.03% | 359 |
|
|
2022
Q1 | $282K | Hold |
7,648
| – | – | 0.03% | 394 |
|
|
2021
Q4 | $266K | Sell |
7,648
-14,275
| -65% | -$488K | 0.03% | 392 |
|
|
2021
Q3 | $732K | Buy |
21,923
+6,690
| +44% | +$228K | 0.08% | 224 |
|
|
2021
Q2 | $514K | Buy |
15,233
+8,802
| +137% | +$304K | 0.07% | 231 |
|
|
2021
Q1 | $209K | Sell |
6,431
-95
| -1% | -$3.25K | 0.04% | 333 |
|
|
2020
Q4 | $237K | Hold |
6,526
| – | – | 0.05% | 281 |
|
|
2020
Q3 | $235K | Hold |
6,526
| – | – | 0.06% | 246 |
|
|
2020
Q2 | $222K | Sell |
6,526
-2,432
| -27% | -$79.7K | 0.07% | 229 |
|
|
2020
Q1 | $270K | Buy |
8,958
+2,717
| +44% | +$82.1K | 0.1% | 192 |
|
|
2019
Q4 | $181K | Buy |
+6,241
| New | +$177K | 0.05% | 258 |
|
|
2018
Q3 | – | Sell |
-16,000
| Closed | -$385K | – | 297 |
|
|
2018
Q2 | $385K | Sell |
16,000
-2,335
| -13% | -$58.5K | 0.09% | 181 |
|
|
2018
Q1 | $467K | Buy |
18,335
+2,335
| +15% | +$59.6K | 0.09% | 208 |
|
|
2017
Q4 | $400K | Hold |
16,000
| – | – | 0.1% | 179 |
|
|
2017
Q3 | $394K | Buy |
+16,000
| New | +$394K | 0.1% | 179 |
|
|
2014
Q4 | – | Sell |
-10,338
| Closed | -$242K | – | 325 |
|
|
2014
Q3 | $242K | Hold |
10,338
| – | – | 0.07% | 251 |
|
|
2014
Q2 | $266K | Buy |
10,338
+1,525
| +17% | +$38.1K | 0.08% | 241 |
|
|
2014
Q1 | $219K | Buy |
8,813
+1,628
| +23% | +$40.8K | 0.07% | 257 |
|
|
2013
Q4 | $168K | Buy |
+7,185
| New | +$177K | 0.06% | 266 |
|
Other funds holding IAU
Essex Financial Services's IAU Position: Q1 2026 in Review
Essex Financial Services increased its iShares Gold Trust (IAU) stake by 10% in Q1 2026, buying an estimated $143K and bringing the position to 16,727 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #206.
Essex Financial Services first reported a position in IAU in Q4 2013 and has held it in 34 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Essex Financial Services held 16,727 shares of iShares Gold Trust worth $1.47M as of Q1 2026.
- Essex Financial Services bought 1,556 iShares Gold Trust shares in Q1 2026, an estimated $143K.
- iShares Gold Trust made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #206 holding.
- Essex Financial Services first reported a position in iShares Gold Trust in Q4 2013 and has held it in 34 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.