Hamilton Wealth’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
Q2 | $18.5M | Sell |
245,631
-1,762
| -0.7% | -$150K | 3.4% | 9 |
|
|
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
Hamilton Wealth's IAU Position: Q2 2026 in Review
Hamilton Wealth reduced its iShares Gold Trust (IAU) stake by 0.71% in Q2 2026, selling an estimated $150K and leaving 245,631 shares worth $18.5M. The position accounts for 3.4% of the portfolio, ranked #9.
Hamilton Wealth first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.2M in Q4 2025. 1,917 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Hamilton Wealth held 245,631 shares of iShares Gold Trust worth $18.5M as of Q2 2026.
- Hamilton Wealth sold 1,762 iShares Gold Trust shares in Q2 2026, an estimated $150K.
- iShares Gold Trust made up 3.4% of Hamilton Wealth's portfolio in Q2 2026, its #9 holding.
- Hamilton Wealth first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
- Hamilton Wealth's iShares Gold Trust position peaked at $22.2M in Q4 2025.
- 1,917 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.