Headlands Technologies’s iShares Gold Trust IAU Stock Holding History

Headlands Technologies’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	-29,725	Closed	-$2.41M	–	828
2025 Q4	$2.41M	Buy	29,725 +6,079	+26%	+$475K	0.2%	112
2025 Q3	$1.72M	Buy	+23,646	New	+$1.54M	0.14%	165
2025 Q2	–	Sell	-4,092	Closed	-$241K	–	1349
2025 Q1	$241K	Sell	4,092 -1,288	-24%	-$69.7K	0.03%	418
2024 Q4	$266K	Buy	+5,380	New	+$270K	0.03%	460
2024 Q3	–	Sell	-1,724	Closed	-$75.7K	–	1343
2024 Q2	$75.7K	Buy	+1,724	New	+$76.2K	0.01%	700
2023 Q4	–	Sell	-2,070	Closed	-$72.4K	–	1098
2023 Q3	$72.4K	Buy	+2,070	New	+$75.5K	0.04%	375

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Headlands Technologies's IAU Position: Q1 2026 in Review

Headlands Technologies sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 29,725 shares — an estimated $2.41M sold.

Headlands Technologies first reported a position in IAU in Q3 2023 and held it in 6 quarters. The position peaked at $2.41M in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Headlands Technologies reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Headlands Technologies sold 29,725 iShares Gold Trust shares in Q1 2026, an estimated $2.41M.
Headlands Technologies first reported a position in iShares Gold Trust in Q3 2023 and held it in 6 quarters.
Headlands Technologies's iShares Gold Trust position peaked at $2.41M in Q4 2025.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.