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Hanlon Investment Management’s iShares Gold Trust IAU Stock Holding History

Hanlon Investment Management’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 		– Sell
-4,124
Closed -$335K – 231
2025
Q4 		$335K Sell
4,124
-389
-9% -$30.4K 0.19% 160
2025
Q3 		$328K Buy
+4,513
New +$294K 0.2% 155
2025
Q2 		– Sell
-4,133
Closed -$244K – 177
2025
Q1 		$244K Buy
+4,133
New +$224K 0.18% 145
2020
Q4 		– Sell
-121,233
Closed -$4.36M – 121
2020
Q3 		$4.36M Buy
121,233
+72,494
+149% +$2.65M 1.35% 23
2020
Q2 		$1.66M Sell
48,739
-12,971
-21% -$425K 0.48% 32
2020
Q1 		$1.86M Buy
+61,710
New +$1.87M 1.19% 15

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hanlon Investment Management's IAU Position: Q1 2026 in Review

Hanlon Investment Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 4,124 shares — an estimated $335K sold.

Hanlon Investment Management first reported a position in IAU in Q1 2020 and held it in 6 quarters. The position peaked at $4.36M in Q3 2020. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Hanlon Investment Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Hanlon Investment Management sold 4,124 iShares Gold Trust shares in Q1 2026, an estimated $335K.
  • Hanlon Investment Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 6 quarters.
  • Hanlon Investment Management's iShares Gold Trust position peaked at $4.36M in Q3 2020.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.