Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $11.2M | Buy |
137,928
+48,797
| +55% | +$3.82M | 0.2% | 98 |
|
|
2025
Q3 | $6.49M | Buy |
89,131
+1,980
| +2% | +$129K | 0.15% | 125 |
|
|
2025
Q2 | $5.43M | Buy |
+87,151
| New | +$5.4M | 0.13% | 145 |
|
|
2024
Q4 | $1.56M | Buy |
31,470
+4,590
| +17% | +$231K | 0.04% | 352 |
|
|
2024
Q3 | $1.34M | Sell |
26,880
-817
| -3% | -$38.2K | 0.04% | 368 |
|
|
2024
Q2 | $1.22M | Sell |
27,697
-4,452
| -14% | -$197K | 0.04% | 379 |
|
|
2024
Q1 | $1.35M | Sell |
32,149
-102
| -0.3% | -$4K | 0.05% | 309 |
|
|
2023
Q4 | $1.24M | Sell |
32,251
-7,761
| -19% | -$290K | 0.05% | 301 |
|
|
2023
Q3 | $1.38M | Sell |
40,012
-1,296
| -3% | -$47.3K | 0.07% | 252 |
|
|
2023
Q2 | $1.5M | Sell |
41,308
-1,994
| -5% | -$74.8K | 0.07% | 241 |
|
|
2023
Q1 | $1.67M | Buy |
43,302
+6,104
| +16% | +$219K | 0.09% | 222 |
|
|
2022
Q4 | $1.29M | Buy |
37,198
+3,621
| +11% | +$119K | 0.09% | 224 |
|
|
2022
Q3 | $1.04M | Buy |
33,577
+3,125
| +10% | +$102K | 0.08% | 242 |
|
|
2022
Q2 | $1.04M | Buy |
30,452
+392
| +1% | +$13.9K | 0.08% | 241 |
|
|
2022
Q1 | $1.07M | Buy |
+30,060
| New | +$1.07M | 0.08% | 243 |
|
|
2021
Q4 | – | Sell |
-20,257
| Closed | -$677K | – | 936 |
|
|
2021
Q3 | $677K | Buy |
20,257
+4,948
| +32% | +$169K | 0.07% | 246 |
|
|
2021
Q2 | $516K | Buy |
15,309
+4,990
| +48% | +$172K | 0.05% | 285 |
|
|
2021
Q1 | $336K | Buy |
10,319
+185
| +2% | +$6.32K | 0.04% | 324 |
|
|
2020
Q4 | $367K | Buy |
10,134
+1,207
| +14% | +$43.2K | 0.05% | 286 |
|
|
2020
Q3 | $321K | Buy |
8,927
+1,087
| +14% | +$39.7K | 0.05% | 284 |
|
|
2020
Q2 | $266K | Buy |
7,840
+56
| +0.7% | +$1.83K | 0.04% | 312 |
|
|
2020
Q1 | $235K | Buy |
7,784
+2,231
| +40% | +$67.4K | 0.04% | 291 |
|
|
2019
Q4 | $161K | Buy |
5,553
+350
| +7% | +$9.93K | 0.02% | 406 |
|
|
2019
Q3 | $147K | Sell |
5,203
-18
| -0.3% | -$508 | 0.02% | 414 |
|
|
2019
Q2 | $141K | Buy |
5,221
+3,061
| +142% | +$76.7K | 0.03% | 399 |
|
|
2019
Q1 | $53K | Sell |
2,160
-1,000
| -32% | -$25K | 0.01% | 535 |
|
|
2018
Q4 | $78K | Sell |
3,160
-219
| -6% | -$5.16K | 0.02% | 423 |
|
|
2018
Q3 | $77K | Buy |
3,379
+2
| +0.1% | +$46 | 0.02% | 458 |
|
|
2018
Q2 | $81K | Sell |
3,377
-656
| -16% | -$16.4K | 0.02% | 427 |
|
|
2018
Q1 | $103K | Buy |
4,033
+1,000
| +33% | +$25.5K | 0.03% | 371 |
|
|
2017
Q4 | $76K | Buy |
3,033
+433
| +17% | +$10.6K | 0.02% | 418 |
|
|
2017
Q3 | $64K | Buy |
2,600
+24
| +0.9% | +$590 | 0.03% | 390 |
|
|
2017
Q2 | $62K | Sell |
2,576
-1,000
| -28% | -$24.2K | 0.03% | 371 |
|
|
2017
Q1 | $86K | Sell |
3,576
-466
| -12% | -$10.9K | 0.05% | 301 |
|
|
2016
Q4 | $90K | Buy |
+4,042
| New | +$94.8K | 0.06% | 252 |
|
Other funds holding IAU
Global Retirement Partners's IAU Position: Q4 2025 in Review
Global Retirement Partners increased its iShares Gold Trust (IAU) stake by 55% in Q4 2025, buying an estimated $3.82M and bringing the position to 137,928 shares worth $11.2M. The position accounts for 0.2% of the portfolio, ranked #98.
Global Retirement Partners first reported a position in IAU in Q4 2016 and has held it in 35 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.
- Global Retirement Partners held 137,928 shares of iShares Gold Trust worth $11.2M as of Q4 2025.
- Global Retirement Partners bought 48,797 iShares Gold Trust shares in Q4 2025, an estimated $3.82M.
- iShares Gold Trust made up 0.2% of Global Retirement Partners's portfolio in Q4 2025, its #98 holding.
- Global Retirement Partners first reported a position in iShares Gold Trust in Q4 2016 and has held it in 35 quarters since.
- 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.