Geneos 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
Q1 | $3.58M | Sell |
40,622
-21,421
| -35% | -$1.96M | 0.08% | 262 |
|
|
2025
Q4 | $5.04M | Buy |
62,043
+2,158
| +4% | +$169K | 0.12% | 202 |
|
|
2025
Q3 | $4.36M | Buy |
59,885
+271
| +0.5% | +$17.7K | 0.11% | 223 |
|
|
2025
Q2 | $3.72M | Sell |
59,614
-59,950
| -50% | -$3.71M | 0.09% | 269 |
|
|
2025
Q1 | $7.05M | Buy |
119,564
+63,219
| +112% | +$3.42M | 0.1% | 249 |
|
|
2024
Q4 | $2.79M | Sell |
56,345
-1,232
| -2% | -$61.9K | 0.1% | 228 |
|
|
2024
Q3 | $2.86M | Buy |
57,577
+526
| +0.9% | +$24.6K | 0.11% | 221 |
|
|
2024
Q2 | $2.51M | Buy |
57,051
+53,605
| +1,556% | +$2.37M | 0.11% | 212 |
|
|
2024
Q1 | $145K | Buy |
3,446
+396
| +13% | +$15.5K | 0.01% | 771 |
|
|
2023
Q4 | $119K | Buy |
3,050
+282
| +10% | +$10.6K | 0.01% | 790 |
|
|
2023
Q3 | $96.9K | Buy |
2,768
+1,331
| +93% | +$48.6K | 0.01% | 882 |
|
|
2023
Q2 | $52.3K | Sell |
1,437
-952
| -40% | -$35.7K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $89.3K | Buy |
2,389
+393
| +20% | +$14.1K | 0.01% | 877 |
|
|
2022
Q4 | $69K | Buy |
1,996
+671
| +51% | +$22K | ﹤0.01% | 941 |
|
|
2022
Q3 | $41K | Sell |
1,325
-4,549
| -77% | -$149K | ﹤0.01% | 1085 |
|
|
2022
Q2 | $201K | Buy |
5,874
+610
| +12% | +$21.7K | 0.01% | 743 |
|
|
2022
Q1 | $193K | Buy |
+5,264
| New | +$188K | 0.01% | 821 |
|
|
2021
Q2 | – | Sell |
-609,111
| Closed | -$20.5M | – | 2975 |
|
|
2021
Q1 | $20.5M | Sell |
609,111
-61,137
| -9% | -$2.09M | 0.57% | 34 |
|
|
2020
Q4 | $259K | Buy |
670,248
+660,321
| +6,652% | +$23.6M | 0.01% | 743 |
|
|
2020
Q3 | $352K | Buy |
9,927
+336
| +4% | +$12.3K | 0.02% | 518 |
|
|
2020
Q2 | $324K | Buy |
9,591
+1,222
| +15% | +$40K | 0.02% | 524 |
|
|
2020
Q1 | $258K | Sell |
8,369
-55
| -0.7% | -$1.66K | 0.02% | 541 |
|
|
2019
Q4 | $243K | Buy |
8,424
+1,417
| +20% | +$40.2K | 0.01% | 624 |
|
|
2019
Q3 | $200K | Buy |
7,007
+1,493
| +27% | +$42.1K | 0.01% | 662 |
|
|
2019
Q2 | $148K | Buy |
5,514
+355
| +7% | +$8.9K | 0.01% | 770 |
|
|
2019
Q1 | $127K | Sell |
5,159
-75
| -1% | -$1.87K | 0.01% | 779 |
|
|
2018
Q4 | $128K | Sell |
5,234
-130
| -2% | -$3.06K | 0.01% | 753 |
|
|
2018
Q3 | $122K | Sell |
5,364
-221
| -4% | -$5.13K | 0.01% | 816 |
|
|
2018
Q2 | $134K | Sell |
5,585
-683
| -11% | -$17.1K | 0.01% | 693 |
|
|
2018
Q1 | $159K | Sell |
6,268
-7
| -0.1% | -$179 | 0.01% | 598 |
|
|
2017
Q4 | $156K | Hold |
6,275
| – | – | 0.01% | 605 |
|
|
2017
Q3 | $154K | Sell |
6,275
-155
| -2% | -$3.81K | 0.02% | 587 |
|
|
2017
Q2 | $153K | Buy |
6,430
+585
| +10% | +$14.2K | 0.02% | 564 |
|
|
2017
Q1 | $140K | Sell |
5,845
-250
| -4% | -$5.88K | 0.01% | 568 |
|
|
2016
Q4 | $135K | Sell |
6,095
-6,424
| -51% | -$151K | 0.02% | 539 |
|
|
2016
Q3 | $317K | Sell |
12,519
-3,225
| -20% | -$83K | 0.04% | 345 |
|
|
2016
Q2 | $408K | Buy |
15,744
+6,004
| +62% | +$146K | 0.06% | 286 |
|
|
2016
Q1 | $230K | Buy |
+9,740
| New | +$223K | 0.04% | 403 |
|
Other funds holding IAU
Geneos Wealth Management's IAU Position: Q1 2026 in Review
Geneos Wealth Management reduced its iShares Gold Trust (IAU) stake by 35% in Q1 2026, selling an estimated $1.96M and leaving 40,622 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #262.
Geneos Wealth Management first reported a position in IAU in Q1 2016 and has held it in 38 quarters since. The position peaked at $20.5M in Q1 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Geneos Wealth Management held 40,622 shares of iShares Gold Trust worth $3.58M as of Q1 2026.
- Geneos Wealth Management sold 21,421 iShares Gold Trust shares in Q1 2026, an estimated $1.96M.
- iShares Gold Trust made up 0.08% of Geneos Wealth Management's portfolio in Q1 2026, its #262 holding.
- Geneos Wealth Management first reported a position in iShares Gold Trust in Q1 2016 and has held it in 38 quarters since.
- Geneos Wealth Management's iShares Gold Trust position peaked at $20.5M in Q1 2021.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.