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Firestone Capital Management’s iShares Gold Trust IAU Stock Holding History

Firestone Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.21M Sell
59,128
-2,834
-5% -$260K 1.09% 23
2025
Q4 		$5.03M Buy
61,962
+2,139
+4% +$167K 1.07% 22
2025
Q3 		$4.35M Buy
59,823
+1,987
+3% +$130K 0.94% 26
2025
Q2 		$3.61M Buy
+57,836
New +$3.58M 0.85% 28
2025
Q1 		– Sell
-54,604
Closed -$2.7M – 154
2024
Q4 		$2.7M Buy
54,604
+1,346
+3% +$67.6K 0.67% 30
2024
Q3 		$2.65M Sell
53,258
-7,416
-12% -$347K 0.66% 31
2024
Q2 		$2.67M Buy
60,674
+455
+0.8% +$20.1K 0.73% 29
2024
Q1 		$2.53M Buy
+60,219
New +$2.36M 0.7% 28
2023
Q4 		– Sell
-61,388
Closed -$2.15M – 132
2023
Q3 		$2.15M Sell
61,388
-550
-0.9% -$20.1K 0.73% 29
2023
Q2 		$2.29M Buy
+61,938
New +$2.32M 0.75% 29
2022
Q4 		– Sell
-54,145
Closed -$1.71M – 121
2022
Q3 		$1.71M Hold
54,145
– – 0.69% 28
2022
Q2 		$1.86M Buy
54,145
+6,244
+13% +$222K 0.72% 26
2022
Q1 		$1.76M Hold
47,901
– – 0.58% 37
2021
Q4 		$1.67M Buy
+47,901
New +$1.64M 0.53% 37
2021
Q3 		– Sell
-45,231
Closed -$1.52M – 479
2021
Q2 		$1.52M Buy
45,231
+436
+1% +$15.1K 0.55% 36
2021
Q1 		$1.46M Buy
44,795
+3,587
+9% +$123K 0.52% 36
2020
Q4 		$1.49M Hold
41,208
– – 0.57% 32
2020
Q3 		$1.48M Buy
41,208
+2,671
+7% +$97.5K 0.66% 29
2020
Q2 		$1.31M Buy
38,537
+3,107
+9% +$102K 0.61% 31
2020
Q1 		$1.07M Hold
35,430
– – 0.56% 34
2019
Q4 		$1.03M Buy
+35,430
New +$1M 0.44% 40

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Firestone Capital Management's IAU Position: Q1 2026 in Review

Firestone Capital Management reduced its iShares Gold Trust (IAU) stake by 4.6% in Q1 2026, selling an estimated $260K and leaving 59,128 shares worth $5.21M. The position accounts for 1.09% of the portfolio, ranked #23.

Firestone Capital Management first reported a position in IAU in Q4 2019 and has held it in 21 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Firestone Capital Management held 59,128 shares of iShares Gold Trust worth $5.21M as of Q1 2026.
  • Firestone Capital Management sold 2,834 iShares Gold Trust shares in Q1 2026, an estimated $260K.
  • iShares Gold Trust made up 1.09% of Firestone Capital Management's portfolio in Q1 2026, its #23 holding.
  • Firestone Capital Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 21 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.