HC
IAU icon

Hamilton Capital’s iShares Gold Trust IAU Stock Holding History

Hamilton Capital’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 		$1.52M Sell
17,279
-664
-4% -$60.9K 0.08% 30
2025
Q4 		$1.46M Buy
+17,943
New +$1.4M 0.07% 31
2025
Q2 		$1.12M Hold
17,943
– – 0.06% 34
2025
Q1 		$1.06M Sell
17,943
-1,764
-9% -$95.4K 0.06% 36
2024
Q4 		$976K Hold
19,707
– – 0.07% 36
2024
Q3 		$1.02M Hold
19,707
– – 0.08% 36
2024
Q2 		$866K Sell
19,707
-6,251
-24% -$276K 0.07% 37
2024
Q1 		$1.09M Sell
25,958
-1,387
-5% -$54.4K 0.08% 32
2023
Q4 		$1.07M Sell
27,345
-1,145
-4% -$42.8K 0.09% 29
2023
Q3 		$997K Sell
28,490
-13
-0% -$474 0.08% 28
2023
Q2 		$1.04M Buy
28,503
+13
+0% +$487 0.07% 27
2023
Q1 		$1.06M Hold
28,490
– – 0.07% 24
2022
Q4 		$985K Hold
28,490
– – 0.06% 32
2022
Q3 		$898K Buy
28,490
+2,633
+10% +$86.3K 0.06% 28
2022
Q2 		$887K Hold
25,857
– – 0.06% 27
2022
Q1 		$952K Sell
25,857
-75
-0.3% -$2.68K 0.06% 27
2021
Q4 		$903K Buy
25,932
+75
+0.3% +$2.56K 0.07% 38
2021
Q3 		$864K Buy
25,857
+5,621
+28% +$192K 0.07% 25
2021
Q2 		$682K Buy
20,236
+228
+1% +$7.88K 0.07% 26
2021
Q1 		$651K Buy
20,008
+700
+4% +$23.9K 0.07% 21
2020
Q4 		$700K Buy
19,308
+636
+3% +$22.8K 0.12% 17
2020
Q3 		$672K Buy
18,672
+40
+0.2% +$1.46K 0.26% 16
2020
Q2 		$633K Hold
18,632
– – 0.24% 15
2020
Q1 		$562K Hold
18,632
– – 0.21% 18
2019
Q4 		$540K Buy
+18,632
New +$528K 0.23% 21

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

Hamilton Capital's IAU Position: Q1 2026 in Review

Hamilton Capital reduced its iShares Gold Trust (IAU) stake by 3.7% in Q1 2026, selling an estimated $60.9K and leaving 17,279 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #30.

Hamilton Capital first reported a position in IAU in Q4 2019 and has held it in 25 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Hamilton Capital held 17,279 shares of iShares Gold Trust worth $1.52M as of Q1 2026.
  • Hamilton Capital sold 664 iShares Gold Trust shares in Q1 2026, an estimated $60.9K.
  • iShares Gold Trust made up 0.08% of Hamilton Capital's portfolio in Q1 2026, its #30 holding.
  • Hamilton Capital first reported a position in iShares Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.