FDx Advisors’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 | $4.8M | Sell |
54,486
-11,346
| -17% | -$1.04M | 1.53% | 17 |
|
|
2025
Q4 | $5.34M | Sell |
65,832
-6,280
| -9% | -$491K | 2.73% | 11 |
|
|
2025
Q3 | $5.44M | Sell |
72,112
-13,682
| -16% | -$893K | 1.63% | 17 |
|
|
2025
Q2 | $5.35M | Sell |
85,794
-6,994
| -8% | -$433K | 1.63% | 17 |
|
|
2025
Q1 | $5.47M | Sell |
92,788
-11,910
| -11% | -$644K | 1.78% | 14 |
|
|
2024
Q4 | $5.18M | Sell |
104,698
-7,994
| -7% | -$402K | 1.52% | 19 |
|
|
2024
Q3 | $5.6M | Sell |
112,692
-4,428
| -4% | -$207K | 1.53% | 16 |
|
|
2024
Q2 | $5.14M | Sell |
117,120
-6,393
| -5% | -$283K | 1.42% | 18 |
|
|
2024
Q1 | $5.19M | Sell |
123,513
-31,521
| -20% | -$1.24M | 0.79% | 28 |
|
|
2023
Q4 | $6.05M | Sell |
155,034
-4,994
| -3% | -$187K | 0.47% | 49 |
|
|
2023
Q3 | $5.6M | Sell |
160,028
-204,269
| -56% | -$7.45M | 0.46% | 50 |
|
|
2023
Q2 | $13.3M | Buy |
364,297
+41,909
| +13% | +$1.57M | 0.73% | 27 |
|
|
2023
Q1 | $11.2M | Hold |
322,388
| – | – | 0.48% | 48 |
|
|
2022
Q4 | $11.2M | Sell |
322,388
-103,619
| -24% | -$3.4M | 0.48% | 48 |
|
|
2022
Q3 | $13.4M | Sell |
426,007
-23,815
| -5% | -$780K | 0.6% | 37 |
|
|
2022
Q2 | $15.4M | Sell |
449,822
-55,882
| -11% | -$1.99M | 0.58% | 36 |
|
|
2022
Q1 | $18.6M | Buy |
505,704
+14,052
| +3% | +$502K | 0.63% | 33 |
|
|
2021
Q4 | $17.1M | Sell |
491,652
-171,734
| -26% | -$5.87M | 0.47% | 47 |
|
|
2021
Q3 | $22.2M | Buy |
663,386
+38,470
| +6% | +$1.31M | 0.71% | 34 |
|
|
2021
Q2 | $21.1M | Sell |
624,916
-2,069
| -0.3% | -$71.5K | 0.7% | 32 |
|
|
2021
Q1 | $20.4M | Buy |
626,985
+57,534
| +10% | +$1.97M | 0.77% | 33 |
|
|
2020
Q4 | $20.6M | Sell |
569,451
-38,683
| -6% | -$1.38M | 0.85% | 30 |
|
|
2020
Q3 | $21.9M | Buy |
608,134
+32,628
| +6% | +$1.19M | 1.02% | 26 |
|
|
2020
Q2 | $19.6M | Buy |
575,506
+287,974
| +100% | +$9.44M | 1.02% | 27 |
|
|
2020
Q1 | $8.67M | Sell |
287,532
-27,059
| -9% | -$818K | 0.56% | 46 |
|
|
2019
Q4 | $9.12M | Sell |
314,591
-23,019
| -7% | -$653K | 0.5% | 52 |
|
|
2019
Q3 | $9.52M | Sell |
337,610
-58,286
| -15% | -$1.64M | 0.66% | 41 |
|
|
2019
Q2 | $10.7M | Buy |
395,896
+13,202
| +3% | +$331K | 0.42% | 54 |
|
|
2019
Q1 | $9.47M | Sell |
382,694
-30,473
| -7% | -$761K | 0.38% | 55 |
|
|
2018
Q4 | $10.2M | Sell |
413,167
-43,161
| -9% | -$1.02M | 0.83% | 27 |
|
|
2018
Q3 | $10.4M | Sell |
456,328
-20,055
| -4% | -$466K | 0.39% | 52 |
|
|
2018
Q2 | $11.5M | Buy |
+476,383
| New | +$11.9M | 0.41% | 46 |
|
|
2017
Q1 | – | Sell |
-173,846
| Closed | -$3.85M | – | 1164 |
|
|
2016
Q4 | $3.85M | Buy |
173,846
+69,745
| +67% | +$1.64M | 0.11% | 172 |
|
|
2016
Q3 | $2.64M | Buy |
104,101
+353
| +0.3% | +$9.08K | 0.11% | 151 |
|
|
2016
Q2 | $2.65M | Buy |
103,748
+38,967
| +60% | +$947K | 0.12% | 147 |
|
|
2016
Q1 | $1.54M | Buy |
+64,781
| New | +$1.48M | 0.07% | 252 |
|
|
2015
Q3 | – | Sell |
-64,495
| Closed | -$1.5M | – | 801 |
|
|
2015
Q2 | $1.5M | Buy |
64,495
+43,545
| +208% | +$1M | 0.07% | 241 |
|
|
2015
Q1 | $479K | Buy |
20,950
+8,002
| +62% | +$189K | 0.01% | 968 |
|
|
2014
Q4 | $296K | Buy |
12,948
+99
| +0.8% | +$2.3K | 0.02% | 720 |
|
|
2014
Q3 | $301K | Sell |
12,849
-279
| -2% | -$6.93K | 0.02% | 782 |
|
|
2014
Q2 | $338K | Buy |
+13,128
| New | +$328K | 0.02% | 737 |
|
Other funds holding IAU
FDx Advisors's IAU Position: Q1 2026 in Review
FDx Advisors reduced its iShares Gold Trust (IAU) stake by 17% in Q1 2026, selling an estimated $1.04M and leaving 54,486 shares worth $4.8M. The position accounts for 1.53% of the portfolio, ranked #17.
FDx Advisors first reported a position in IAU in Q2 2014 and has held it in 41 quarters since. The position peaked at $22.2M in Q3 2021. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- FDx Advisors held 54,486 shares of iShares Gold Trust worth $4.8M as of Q1 2026.
- FDx Advisors sold 11,346 iShares Gold Trust shares in Q1 2026, an estimated $1.04M.
- iShares Gold Trust made up 1.53% of FDx Advisors's portfolio in Q1 2026, its #17 holding.
- FDx Advisors first reported a position in iShares Gold Trust in Q2 2014 and has held it in 41 quarters since.
- FDx Advisors's iShares Gold Trust position peaked at $22.2M in Q3 2021.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.