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Freestone Capital Holdings’s iShares Gold Trust IAU Stock Holding History

Freestone Capital Holdings’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 		$3.5M Sell
39,648
-7,821
-16% -$717K 0.11% 130
2025
Q4 		$3.85M Sell
47,469
-498
-1% -$38.9K 0.11% 124
2025
Q3 		$3.49M Buy
47,967
+19,087
+66% +$1.25M 0.11% 129
2025
Q2 		$1.8M Buy
28,880
+1,079
+4% +$66.9K 0.06% 171
2025
Q1 		$1.64M Buy
27,801
+10,187
+58% +$551K 0.06% 175
2024
Q4 		$872K Sell
17,614
-9,573
-35% -$481K 0.03% 222
2024
Q3 		$1.35M Buy
27,187
+860
+3% +$40.3K 0.05% 188
2024
Q2 		$1.16M Sell
26,327
-427
-2% -$18.9K 0.04% 198
2024
Q1 		$1.12M Buy
26,754
+1,372
+5% +$53.8K 0.04% 195
2023
Q4 		$991K Buy
25,382
+211
+0.8% +$7.89K 0.04% 206
2023
Q3 		$881K Buy
25,171
+4
+0% +$146 0.05% 187
2023
Q2 		$916K Buy
25,167
+14,965
+147% +$561K 0.04% 200
2023
Q1 		$381K Buy
10,202
+4
+0% +$144 0.02% 274
2022
Q4 		$353K Sell
10,198
-735
-7% -$24.1K 0.02% 276
2022
Q3 		$345K Sell
10,933
-2,853
-21% -$93.5K 0.02% 281
2022
Q2 		$473K Sell
13,786
-183
-1% -$6.51K 0.02% 272
2022
Q1 		$514K Buy
13,969
+5,915
+73% +$211K 0.02% 340
2021
Q4 		$280K Sell
8,054
-1,341
-14% -$45.8K 0.01% 418
2021
Q3 		$314K Buy
9,395
+356
+4% +$12.1K 0.02% 342
2021
Q2 		$305K Buy
9,039
+174
+2% +$6.01K 0.02% 345
2021
Q1 		$288K Sell
8,865
-312
-3% -$10.7K 0.02% 335
2020
Q4 		$333K Sell
9,177
-2,062
-18% -$73.8K 0.02% 278
2020
Q3 		$404K Hold
11,239
– – 0.03% 245
2020
Q2 		$382 Buy
11,239
+1,036
+10% +$33.9K ﹤0.01% 257
2020
Q1 		$308 Sell
10,203
-964
-9% -$29.1K 0.01% 306
2019
Q4 		$324 Buy
11,167
+996
+10% +$28.3K 0.01% 344
2019
Q3 		$287 Buy
10,171
+4,603
+83% +$130K 0.01% 341
2019
Q2 		$150 Buy
5,568
+399
+8% +$10K ﹤0.01% 343
2019
Q1 		$128K Sell
5,169
-2,000
-28% -$50K 0.01% 347
2018
Q4 		$176K Buy
+7,169
New +$169K 0.01% 394

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

Freestone Capital Holdings's IAU Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2026, selling an estimated $717K and leaving 39,648 shares worth $3.5M. The position accounts for 0.11% of the portfolio, ranked #130.

Freestone Capital Holdings first reported a position in IAU in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.85M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Freestone Capital Holdings held 39,648 shares of iShares Gold Trust worth $3.5M as of Q1 2026.
  • Freestone Capital Holdings sold 7,821 iShares Gold Trust shares in Q1 2026, an estimated $717K.
  • iShares Gold Trust made up 0.11% of Freestone Capital Holdings's portfolio in Q1 2026, its #130 holding.
  • Freestone Capital Holdings first reported a position in iShares Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Freestone Capital Holdings's iShares Gold Trust position peaked at $3.85M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.