Evergreen Capital 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
Q1 | $2.93M | Sell |
33,281
-5,640
| -14% | -$517K | 0.06% | 259 |
|
|
2025
Q4 | $3.16M | Buy |
38,921
+1,651
| +4% | +$129K | 0.07% | 244 |
|
|
2025
Q3 | $2.71M | Buy |
37,270
+2,001
| +6% | +$131K | 0.06% | 243 |
|
|
2025
Q2 | $2.2M | Sell |
35,269
-250
| -0.7% | -$15.5K | 0.07% | 249 |
|
|
2025
Q1 | $2.09M | Buy |
35,519
+250
| +0.7% | +$13.5K | 0.07% | 247 |
|
|
2024
Q4 | $1.75M | Hold |
35,269
| – | – | 0.06% | 270 |
|
|
2024
Q3 | $1.75M | Hold |
35,269
| – | – | 0.06% | 266 |
|
|
2024
Q2 | $1.55M | Buy |
35,269
+182
| +0.5% | +$8.04K | 0.06% | 265 |
|
|
2024
Q1 | $1.47M | Buy |
35,087
+233
| +0.7% | +$9.13K | 0.06% | 259 |
|
|
2023
Q4 | $1.36M | Buy |
34,854
+1,012
| +3% | +$37.9K | 0.06% | 264 |
|
|
2023
Q3 | $1.18M | Sell |
33,842
-362
| -1% | -$13.2K | 0.05% | 270 |
|
|
2023
Q2 | $1.24M | Sell |
34,204
-8,771
| -20% | -$329K | 0.05% | 267 |
|
|
2023
Q1 | $1.61M | Sell |
42,975
-1,355
| -3% | -$48.6K | 0.07% | 235 |
|
|
2022
Q4 | $1.53M | Buy |
44,330
+160
| +0.4% | +$5.25K | 0.07% | 241 |
|
|
2022
Q3 | $1.39M | Hold |
44,170
| – | – | 0.07% | 233 |
|
|
2022
Q2 | $1.51M | Sell |
44,170
-6,616
| -13% | -$235K | 0.08% | 218 |
|
|
2022
Q1 | $1.87M | Buy |
50,786
+11,846
| +30% | +$423K | 0.08% | 228 |
|
|
2021
Q4 | $1.36M | Buy |
38,940
+284
| +0.7% | +$9.71K | 0.05% | 254 |
|
|
2021
Q3 | $1.29M | Buy |
38,656
+1,441
| +4% | +$49.1K | 0.06% | 253 |
|
|
2021
Q2 | $1.25M | Sell |
37,215
-1
| -0% | -$35 | 0.06% | 248 |
|
|
2021
Q1 | $1.21M | Sell |
37,216
-2,200
| -6% | -$75.2K | 0.06% | 242 |
|
|
2020
Q4 | $1.43M | Buy |
39,416
+608
| +2% | +$21.8K | 0.08% | 194 |
|
|
2020
Q3 | $1.4M | Sell |
38,808
-460
| -1% | -$16.8K | 0.1% | 178 |
|
|
2020
Q2 | $1.33M | Buy |
39,268
+2,960
| +8% | +$97K | 0.1% | 169 |
|
|
2020
Q1 | $1.09M | Hold |
36,308
| – | – | 0.1% | 159 |
|
|
2019
Q4 | $1.05M | Buy |
36,308
+2,500
| +7% | +$70.9K | 0.09% | 170 |
|
|
2019
Q3 | $953K | Sell |
33,808
-785
| -2% | -$22.1K | 0.09% | 165 |
|
|
2019
Q2 | $934K | Buy |
34,593
+610
| +2% | +$15.3K | 0.09% | 166 |
|
|
2019
Q1 | $841K | Hold |
33,983
| – | – | 0.08% | 166 |
|
|
2018
Q4 | $835K | Hold |
33,983
| – | – | 0.09% | 167 |
|
|
2018
Q3 | $777K | Hold |
33,983
| – | – | 0.07% | 185 |
|
|
2018
Q2 | $817K | Sell |
33,983
-1,075
| -3% | -$27K | 0.08% | 168 |
|
|
2018
Q1 | $893K | Buy |
35,058
+1,000
| +3% | +$25.5K | 0.09% | 152 |
|
|
2017
Q4 | $852K | Hold |
34,058
| – | – | 0.09% | 142 |
|
|
2017
Q3 | $839K | Buy |
+34,058
| New | +$838K | 0.1% | 128 |
|
Other funds holding IAU
Evergreen Capital Management's IAU Position: Q1 2026 in Review
Evergreen Capital Management reduced its iShares Gold Trust (IAU) stake by 14% in Q1 2026, selling an estimated $517K and leaving 33,281 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #259.
Evergreen Capital Management first reported a position in IAU in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.16M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Evergreen Capital Management held 33,281 shares of iShares Gold Trust worth $2.93M as of Q1 2026.
- Evergreen Capital Management sold 5,640 iShares Gold Trust shares in Q1 2026, an estimated $517K.
- iShares Gold Trust made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #259 holding.
- Evergreen Capital Management first reported a position in iShares Gold Trust in Q3 2017 and has held it in 35 quarters since.
- Evergreen Capital Management's iShares Gold Trust position peaked at $3.16M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.