IEQ Capital’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
Q1
$63M Sell
714,596
-98,014
-12% -$8.99M 0.29% 64
2025
Q4
$66M Buy
812,610
+122,227
+18% +$9.56M 0.2% 64
2025
Q3
$50.2M Buy
690,383
+82,210
+14% +$5.36M 0.15% 68
2025
Q2
$37.9M Sell
608,173
-13,562
-2% -$840K 0.23% 61
2025
Q1
$36.7M Buy
621,735
+533,821
+607% +$28.9M 0.29% 52
2024
Q4
$4.35M Sell
87,914
-2,461
-3% -$124K 0.04% 297
2024
Q3
$4.49M Buy
90,375
+32,539
+56% +$1.52M 0.06% 212
2024
Q2
$2.54M Sell
57,836
-27,199
-32% -$1.2M 0.03% 288
2024
Q1
$3.57M Sell
85,035
-36,181
-30% -$1.42M 0.05% 231
2023
Q4
$4.73M Buy
121,216
+80,093
+195% +$3M 0.08% 164
2023
Q3
$1.44M Buy
41,123
+266
+0.7% +$9.71K 0.03% 315
2023
Q2
$1.49M Buy
40,857
+170
+0.4% +$6.37K 0.03% 313
2023
Q1
$1.52M Sell
40,687
-13,867
-25% -$498K 0.04% 296
2022
Q4
$1.89M Buy
54,554
+300
+0.6% +$9.85K 0.05% 248
2022
Q3
$1.71M Sell
54,254
-1,913
-3% -$62.7K 0.05% 257
2022
Q2
$1.93M Buy
56,167
+983
+2% +$35K 0.06% 210
2022
Q1
$2.03M Buy
55,184
+14,759
+37% +$527K 0.05% 204
2021
Q4
$1.41M Sell
40,425
-21,291
-34% -$728K 0.03% 247
2021
Q3
$2.06M Buy
61,716
+504
+0.8% +$17.2K 0.05% 183
2021
Q2
$2.06M Buy
61,212
+15,960
+35% +$552K 0.06% 171
2021
Q1
$1.47M Buy
45,252
+6,555
+17% +$224K 0.06% 171
2020
Q4
$1.4M Sell
38,697
-1,875
-5% -$67.1K 0.06% 144
2020
Q3
$1.46M Buy
40,572
+11,589
+40% +$423K 0.08% 134
2020
Q2
$985K Buy
28,983
+8,657
+43% +$284K 0.06% 155
2020
Q1
$613K Sell
20,326
-2,657
-12% -$80.3K 0.05% 182
2019
Q4
$666K Buy
+22,983
New +$652K 0.06% 189

Other funds holding IAU