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Hamilton Wealth’s iShares Gold Trust IAU Stock Holding History

Hamilton Wealth’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 		$21.8M Sell
247,393
-26,671
-10% -$2.45M 4.25% 8
2025
Q4 		$22.2M Buy
274,064
+3,359
+1% +$263K 4.23% 8
2025
Q3 		$19.7M Buy
270,705
+15,443
+6% +$1.01M 4.11% 8
2025
Q2 		$15.9M Buy
255,262
+13,100
+5% +$812K 3.56% 10
2025
Q1 		$14.3M Buy
242,162
+13,436
+6% +$727K 3.44% 12
2024
Q4 		$11.3M Buy
228,726
+6,186
+3% +$311K 2.74% 12
2024
Q3 		$11.1M Buy
222,540
+23,790
+12% +$1.11M 2.7% 12
2024
Q2 		$8.73M Buy
198,750
+15,096
+8% +$667K 2.35% 13
2024
Q1 		$7.72M Buy
183,654
+6,110
+3% +$240K 2.41% 13
2023
Q4 		$6.93M Buy
177,544
+14,388
+9% +$538K 2.18% 16
2023
Q3 		$5.71M Buy
163,156
+22,064
+16% +$805K 2.05% 16
2023
Q2 		$5.13M Sell
141,092
-4,911
-3% -$184K 1.79% 18
2023
Q1 		$5.46M Buy
146,003
+42,210
+41% +$1.51M 1.92% 15
2022
Q4 		$3.59M Buy
103,793
+2,011
+2% +$66K 1.46% 17
2022
Q3 		$3.21M Buy
101,782
+352
+0.3% +$11.5K 1.36% 21
2022
Q2 		$3.48M Buy
101,430
+7,968
+9% +$283K 1.36% 22
2022
Q1 		$3.44M Sell
93,462
-1,052
-1% -$37.6K 1.5% 20
2021
Q4 		$3.29M Sell
94,514
-3,828
-4% -$131K 1.47% 16
2021
Q3 		$3.29M Buy
98,342
+6,616
+7% +$225K 1.51% 20
2021
Q2 		$3.09M Buy
91,726
+2,437
+3% +$84.2K 1.44% 20
2021
Q1 		$2.9M Sell
89,289
-38,127
-30% -$1.3M 1.41% 21
2020
Q4 		$4.62M Sell
127,416
-8,942
-7% -$320K 2.37% 17
2020
Q3 		$4.91M Buy
136,358
+852
+0.6% +$31.1K 2.75% 14
2020
Q2 		$4.6M Buy
135,506
+9,123
+7% +$299K 2.74% 15
2020
Q1 		$3.81M Buy
126,383
+24,827
+24% +$751K 2.84% 18
2019
Q4 		$2.94M Buy
101,556
+7,715
+8% +$219K 1.99% 19
2019
Q3 		$2.65M Buy
93,841
+8,237
+10% +$232K 1.88% 23
2019
Q2 		$2.31M Buy
85,604
+25,595
+43% +$641K 1.69% 20
2019
Q1 		$1.49M Buy
60,009
+15,680
+35% +$392K 1.18% 29
2018
Q4 		$1.09M Buy
+44,329
New +$1.04M 1.07% 30

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Hamilton Wealth's IAU Position: Q1 2026 in Review

Hamilton Wealth reduced its iShares Gold Trust (IAU) stake by 9.7% in Q1 2026, selling an estimated $2.45M and leaving 247,393 shares worth $21.8M. The position accounts for 4.25% of the portfolio, ranked #8.

Hamilton Wealth first reported a position in IAU in Q4 2018 and has held it in 30 quarters since. The position peaked at $22.2M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Hamilton Wealth held 247,393 shares of iShares Gold Trust worth $21.8M as of Q1 2026.
  • Hamilton Wealth sold 26,671 iShares Gold Trust shares in Q1 2026, an estimated $2.45M.
  • iShares Gold Trust made up 4.25% of Hamilton Wealth's portfolio in Q1 2026, its #8 holding.
  • Hamilton Wealth first reported a position in iShares Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Hamilton Wealth's iShares Gold Trust position peaked at $22.2M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.