Focused Wealth 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
Q2 | $292K | Buy |
3,873
+28
| +0.7% | +$2.38K | 0.03% | 187 |
|
|
2026
Q1 | $339K | Sell |
3,845
-218
| -5% | -$20K | 0.04% | 144 |
|
|
2025
Q4 | $330K | Buy |
4,063
+132
| +3% | +$10.3K | 0.03% | 135 |
|
|
2025
Q3 | $286K | Sell |
3,931
-180
| -4% | -$11.7K | 0.03% | 147 |
|
|
2025
Q2 | $256K | Sell |
4,111
-201
| -5% | -$12.5K | 0.03% | 149 |
|
|
2025
Q1 | $254K | Hold |
4,312
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $213K | Buy |
+4,312
| New | +$217K | 0.03% | 152 |
|
|
2024
Q1 | – | Sell |
-2,031
| Closed | -$79.3K | – | 535 |
|
|
2023
Q4 | $79.3K | Hold |
2,031
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $71.1K | Hold |
2,031
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $73.9K | Hold |
2,031
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $75.9K | Sell |
2,031
-347
| -15% | -$12.5K | 0.02% | 241 |
|
|
2022
Q4 | $82.3K | Buy |
2,378
+336
| +16% | +$11K | 0.02% | 227 |
|
|
2022
Q3 | $64K | Hold |
2,042
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $70K | Sell |
2,042
-452
| -18% | -$16.1K | 0.01% | 241 |
|
|
2022
Q1 | $92K | Buy |
2,494
+452
| +22% | +$16.1K | 0.01% | 217 |
|
|
2021
Q4 | $71K | Sell |
2,042
-162
| -7% | -$5.54K | 0.01% | 332 |
|
|
2021
Q3 | $74K | Sell |
2,204
-88
| -4% | -$3K | 0.01% | 335 |
|
|
2021
Q2 | $77K | Sell |
2,292
-1
| -0% | -$35 | 0.01% | 328 |
|
|
2021
Q1 | $75K | Hold |
2,293
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $83K | Sell |
2,293
-139
| -6% | -$4.97K | 0.02% | 293 |
|
|
2020
Q3 | $88K | Buy |
2,432
+165
| +7% | +$6.03K | 0.02% | 259 |
|
|
2020
Q2 | $77K | Hold |
2,267
| – | – | 0.02% | 258 |
|
|
2020
Q1 | $68K | Hold |
2,267
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $66K | Hold |
2,267
| – | – | 0.02% | 294 |
|
|
2019
Q3 | $64K | Hold |
2,267
| – | – | 0.02% | 284 |
|
|
2019
Q2 | $61K | Hold |
2,267
| – | – | 0.02% | 300 |
|
|
2019
Q1 | $56K | Hold |
2,267
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $56K | Hold |
2,267
| – | – | 0.02% | 290 |
|
|
2018
Q3 | $52K | Hold |
2,267
| – | – | 0.02% | 292 |
|
|
2018
Q2 | $54K | Hold |
2,267
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $58K | Hold |
2,267
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $57K | Hold |
2,267
| – | – | 0.02% | 285 |
|
|
2017
Q3 | $56K | Hold |
2,267
| – | – | 0.02% | 222 |
|
|
2017
Q2 | $54K | Hold |
2,267
| – | – | 0.02% | 271 |
|
|
2017
Q1 | $54K | Hold |
2,267
| – | – | 0.02% | 272 |
|
|
2016
Q4 | $50K | Hold |
2,267
| – | – | 0.02% | 268 |
|
|
2016
Q3 | $58K | Hold |
2,267
| – | – | 0.03% | 256 |
|
|
2016
Q2 | $58K | Hold |
2,267
| – | – | 0.03% | 249 |
|
|
2016
Q1 | $54K | Hold |
2,267
| – | – | 0.03% | 183 |
|
|
2015
Q4 | $46K | Buy |
2,267
+2,104
| +1,291% | +$44.9K | 0.03% | 219 |
|
|
2015
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 519 |
|
|
2015
Q2 | $4K | Hold |
163
| – | – | ﹤0.01% | 526 |
|
|
2015
Q1 | $4K | Hold |
163
| – | – | ﹤0.01% | 552 |
|
|
2014
Q4 | $4K | Hold |
163
| – | – | ﹤0.01% | 533 |
|
|
2014
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $4K | Hold |
163
| – | – | ﹤0.01% | 535 |
|
|
2014
Q1 | $4K | Hold |
163
| – | – | ﹤0.01% | 510 |
|
|
2013
Q4 | $4K | Hold |
163
| – | – | ﹤0.01% | 503 |
|
|
2013
Q3 | $4K | Buy |
+163
| New | +$4.21K | ﹤0.01% | 472 |
|
Other funds holding IAU
Focused Wealth Management's IAU Position: Q2 2026 in Review
Focused Wealth Management increased its iShares Gold Trust (IAU) stake by 0.73% in Q2 2026, buying an estimated $2.38K and bringing the position to 3,873 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #187.
Focused Wealth Management first reported a position in IAU in Q3 2013 and has held it in 49 quarters since. The position peaked at $339K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Focused Wealth Management held 3,873 shares of iShares Gold Trust worth $292K as of Q2 2026.
- Focused Wealth Management bought 28 iShares Gold Trust shares in Q2 2026, an estimated $2.38K.
- iShares Gold Trust made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #187 holding.
- Focused Wealth Management first reported a position in iShares Gold Trust in Q3 2013 and has held it in 49 quarters since.
- Focused Wealth Management's iShares Gold Trust position peaked at $339K in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.