Fairview Capital Investment 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 | $11.8M | Sell |
133,544
-13,292
| -9% | -$1.22M | 0.64% | 35 |
|
|
2025
Q4 | $11.9M | Sell |
146,836
-6,248
| -4% | -$489K | 0.61% | 33 |
|
|
2025
Q3 | $11.1M | Sell |
153,084
-600
| -0.4% | -$39.1K | 0.57% | 32 |
|
|
2025
Q2 | $9.58M | Buy |
153,684
+449
| +0.3% | +$27.8K | 0.5% | 34 |
|
|
2025
Q1 | $9.03M | Buy |
153,235
+12,968
| +9% | +$701K | 0.48% | 40 |
|
|
2024
Q4 | $6.94M | Buy |
140,267
+3,032
| +2% | +$152K | 0.36% | 45 |
|
|
2024
Q3 | $6.82M | Buy |
137,235
+206
| +0.2% | +$9.64K | 0.37% | 46 |
|
|
2024
Q2 | $6.02M | Buy |
137,029
+738
| +0.5% | +$32.6K | 0.34% | 50 |
|
|
2024
Q1 | $5.73M | Buy |
136,291
+2,257
| +2% | +$88.5K | 0.32% | 50 |
|
|
2023
Q4 | $5.23M | Buy |
134,034
+555
| +0.4% | +$20.8K | 0.31% | 51 |
|
|
2023
Q3 | $4.67M | Buy |
133,479
+1,692
| +1% | +$61.7K | 0.3% | 52 |
|
|
2023
Q2 | $4.8M | Buy |
131,787
+101
| +0.1% | +$3.79K | 0.3% | 50 |
|
|
2023
Q1 | $4.92M | Sell |
131,686
-2,464
| -2% | -$88.4K | 0.32% | 50 |
|
|
2022
Q4 | $4.64M | Sell |
134,150
-24,825
| -16% | -$815K | 0.32% | 52 |
|
|
2022
Q3 | $5.01M | Sell |
158,975
-1,218
| -0.8% | -$39.9K | 0.36% | 50 |
|
|
2022
Q2 | $5.5M | Buy |
160,193
+1,813
| +1% | +$64.5K | 0.38% | 49 |
|
|
2022
Q1 | $5.83M | Buy |
158,380
+2,838
| +2% | +$101K | 0.36% | 47 |
|
|
2021
Q4 | $5.41M | Buy |
155,542
+4,544
| +3% | +$155K | 0.35% | 46 |
|
|
2021
Q3 | $5.04M | Sell |
150,998
-1,076
| -0.7% | -$36.7K | 0.34% | 46 |
|
|
2021
Q2 | $5.13M | Buy |
152,074
+6,988
| +5% | +$242K | 0.35% | 46 |
|
|
2021
Q1 | $4.72M | Buy |
145,086
+2,412
| +2% | +$82.4K | 0.17% | 74 |
|
|
2020
Q4 | $5.17M | Sell |
142,674
-375
| -0.3% | -$13.4K | 0.21% | 60 |
|
|
2020
Q3 | $5.15M | Buy |
143,049
+6,175
| +5% | +$225K | 0.24% | 55 |
|
|
2020
Q2 | $4.65M | Buy |
136,874
+39,444
| +40% | +$1.29M | 0.23% | 53 |
|
|
2020
Q1 | $2.94M | Buy |
97,430
+10,744
| +12% | +$325K | 0.17% | 61 |
|
|
2019
Q4 | $2.51M | Buy |
86,686
+8,715
| +11% | +$247K | 0.12% | 69 |
|
|
2019
Q3 | $2.2M | Buy |
77,971
+2,658
| +4% | +$75K | 0.11% | 75 |
|
|
2019
Q2 | $2.03M | Buy |
75,313
+275
| +0.4% | +$6.89K | 0.1% | 72 |
|
|
2019
Q1 | $1.86M | Buy |
75,038
+8,400
| +13% | +$210K | 0.1% | 75 |
|
|
2018
Q4 | $1.64M | Buy |
66,638
+20,650
| +45% | +$486K | 0.1% | 74 |
|
|
2018
Q3 | $1.05M | Buy |
45,988
+25,463
| +124% | +$592K | 0.06% | 77 |
|
|
2018
Q2 | $493K | Sell |
20,525
-3,388
| -14% | -$85K | 0.03% | 87 |
|
|
2018
Q1 | $608K | Buy |
23,913
+11,225
| +88% | +$287K | 0.04% | 80 |
|
|
2017
Q4 | $317K | Buy |
12,688
+1,475
| +13% | +$36.2K | 0.02% | 96 |
|
|
2017
Q3 | $276K | Buy |
+11,213
| New | +$276K | 0.02% | 101 |
|
Other funds holding IAU
Fairview Capital Investment Management's IAU Position: Q1 2026 in Review
Fairview Capital Investment Management reduced its iShares Gold Trust (IAU) stake by 9.1% in Q1 2026, selling an estimated $1.22M and leaving 133,544 shares worth $11.8M. The position accounts for 0.64% of the portfolio, ranked #35.
Fairview Capital Investment Management first reported a position in IAU in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.9M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Fairview Capital Investment Management held 133,544 shares of iShares Gold Trust worth $11.8M as of Q1 2026.
- Fairview Capital Investment Management sold 13,292 iShares Gold Trust shares in Q1 2026, an estimated $1.22M.
- iShares Gold Trust made up 0.64% of Fairview Capital Investment Management's portfolio in Q1 2026, its #35 holding.
- Fairview Capital Investment Management first reported a position in iShares Gold Trust in Q3 2017 and has held it in 35 quarters since.
- Fairview Capital Investment Management's iShares Gold Trust position peaked at $11.9M in Q4 2025.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.