Gould Asset 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 | $3.36M | Sell |
38,159
-5,129
| -12% | -$470K | 0.58% | 24 |
|
|
2025
Q4 | $3.51M | Sell |
43,288
-2,302
| -5% | -$180K | 0.62% | 23 |
|
|
2025
Q3 | $3.32M | Sell |
45,590
-2,139
| -4% | -$140K | 0.62% | 23 |
|
|
2025
Q2 | $2.98M | Sell |
47,729
-4,324
| -8% | -$268K | 0.58% | 22 |
|
|
2025
Q1 | $3.07M | Sell |
52,053
-3,382
| -6% | -$183K | 0.63% | 22 |
|
|
2024
Q4 | $2.74M | Sell |
55,435
-1,065
| -2% | -$53.5K | 0.58% | 25 |
|
|
2024
Q3 | $2.81M | Sell |
56,500
-2,628
| -4% | -$123K | 0.6% | 25 |
|
|
2024
Q2 | $2.6M | Sell |
59,128
-1,901
| -3% | -$84K | 0.6% | 25 |
|
|
2024
Q1 | $2.56M | Sell |
61,029
-714
| -1% | -$28K | 0.62% | 24 |
|
|
2023
Q4 | $2.41M | Sell |
61,743
-1,497
| -2% | -$56K | 0.62% | 25 |
|
|
2023
Q3 | $2.21M | Sell |
63,240
-269
| -0.4% | -$9.82K | 0.62% | 24 |
|
|
2023
Q2 | $2.31M | Sell |
63,509
-1,766
| -3% | -$66.2K | 0.65% | 23 |
|
|
2023
Q1 | $2.44M | Buy |
65,275
+949
| +1% | +$34.1K | 0.7% | 22 |
|
|
2022
Q4 | $2.23M | Sell |
64,326
-3,287
| -5% | -$108K | 0.67% | 24 |
|
|
2022
Q3 | $2.13M | Sell |
67,613
-316
| -0.5% | -$10.4K | 0.72% | 21 |
|
|
2022
Q2 | $2.33M | Sell |
67,929
-4,643
| -6% | -$165K | 0.75% | 22 |
|
|
2022
Q1 | $2.67M | Sell |
72,572
-1,482
| -2% | -$52.9K | 0.77% | 21 |
|
|
2021
Q4 | $2.58M | Buy |
74,054
+195
| +0.3% | +$6.66K | 0.72% | 21 |
|
|
2021
Q3 | $2.47M | Buy |
73,859
+1,205
| +2% | +$41.1K | 0.76% | 19 |
|
|
2021
Q2 | $2.45M | Buy |
72,654
+2,515
| +4% | +$86.9K | 0.7% | 23 |
|
|
2021
Q1 | $2.28M | Sell |
70,139
-8,307
| -11% | -$284K | 0.7% | 23 |
|
|
2020
Q4 | $2.84M | Buy |
78,446
+235
| +0.3% | +$8.41K | 0.87% | 21 |
|
|
2020
Q3 | $2.81M | Sell |
78,211
-6,238
| -7% | -$228K | 0.95% | 20 |
|
|
2020
Q2 | $2.87M | Sell |
84,449
-8,166
| -9% | -$268K | 1.01% | 16 |
|
|
2020
Q1 | $2.79M | Sell |
92,615
-1,095
| -1% | -$33.1K | 1.06% | 16 |
|
|
2019
Q4 | $2.72M | Sell |
93,710
-255
| -0.3% | -$7.23K | 0.9% | 15 |
|
|
2019
Q3 | $2.65M | Buy |
93,965
+10,682
| +13% | +$301K | 0.94% | 16 |
|
|
2019
Q2 | $2.25M | Buy |
83,283
+145
| +0.2% | +$3.63K | 0.81% | 17 |
|
|
2019
Q1 | $2.06M | Buy |
83,138
+1,369
| +2% | +$34.2K | 0.77% | 17 |
|
|
2018
Q4 | $2.01M | Buy |
81,769
+492
| +0.6% | +$11.6K | 0.84% | 19 |
|
|
2018
Q3 | $1.86M | Buy |
81,277
+8,997
| +12% | +$209K | 0.74% | 19 |
|
|
2018
Q2 | $1.74M | Buy |
72,280
+6,385
| +10% | +$160K | 0.75% | 21 |
|
|
2018
Q1 | $1.68M | Buy |
65,895
+3,353
| +5% | +$85.6K | 0.74% | 20 |
|
|
2017
Q4 | $1.56M | Buy |
62,542
+7,875
| +14% | +$193K | 0.68% | 23 |
|
|
2017
Q3 | $1.35M | Buy |
54,667
+4,607
| +9% | +$113K | 0.61% | 26 |
|
|
2017
Q2 | $1.2M | Buy |
50,060
+2,978
| +6% | +$72.1K | 0.58% | 26 |
|
|
2017
Q1 | $1.13M | Buy |
47,082
+2,114
| +5% | +$49.7K | 0.57% | 28 |
|
|
2016
Q4 | $996K | Buy |
44,968
+11,278
| +33% | +$265K | 0.51% | 26 |
|
|
2016
Q3 | $855K | Sell |
33,690
-18,140
| -35% | -$467K | 0.46% | 34 |
|
|
2016
Q2 | $1.32M | Buy |
51,830
+22,085
| +74% | +$537K | 0.71% | 19 |
|
|
2016
Q1 | $707K | Buy |
29,745
+602
| +2% | +$13.8K | 0.38% | 37 |
|
|
2015
Q4 | $596K | Sell |
29,143
-19,472
| -40% | -$415K | 0.32% | 45 |
|
|
2015
Q3 | $1.05M | Sell |
48,615
-15,493
| -24% | -$337K | 0.58% | 22 |
|
|
2015
Q2 | $1.45M | Buy |
+64,108
| New | +$1.48M | 0.74% | 19 |
|
Other funds holding IAU
Gould Asset Management's IAU Position: Q1 2026 in Review
Gould Asset Management reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $470K and leaving 38,159 shares worth $3.36M. The position accounts for 0.58% of the portfolio, ranked #24.
Gould Asset Management first reported a position in IAU in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.51M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Gould Asset Management held 38,159 shares of iShares Gold Trust worth $3.36M as of Q1 2026.
- Gould Asset Management sold 5,129 iShares Gold Trust shares in Q1 2026, an estimated $470K.
- iShares Gold Trust made up 0.58% of Gould Asset Management's portfolio in Q1 2026, its #24 holding.
- Gould Asset Management first reported a position in iShares Gold Trust in Q2 2015 and has held it in 44 quarters since.
- Gould Asset Management's iShares Gold Trust position peaked at $3.51M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.