Interactive Financial Advisors’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 | $1.34M | Sell |
17,799
-152
| -0.8% | -$12.9K | 0.82% | 27 |
|
|
2026
Q1 | $1.58M | Buy |
17,951
+687
| +4% | +$63K | 1.04% | 24 |
|
|
2025
Q4 | $1.4M | Buy |
+17,264
| New | +$1.35M | 0.91% | 25 |
|
|
2024
Q4 | – | Sell |
-21,237
| Closed | -$1.06M | – | 88 |
|
|
2024
Q3 | $1.06M | Sell |
21,237
-398
| -2% | -$18.6K | 0.54% | 35 |
|
|
2024
Q2 | $950K | Sell |
21,635
-828
| -4% | -$36.6K | 0.52% | 35 |
|
|
2024
Q1 | $944K | Buy |
+22,463
| New | +$881K | 0.52% | 34 |
|
|
2023
Q4 | – | Sell |
-21,372
| Closed | -$748K | – | 85 |
|
|
2023
Q3 | $748K | Buy |
21,372
+781
| +4% | +$28.5K | 0.5% | 34 |
|
|
2023
Q2 | $749K | Sell |
20,591
-299
| -1% | -$11.2K | 0.51% | 41 |
|
|
2023
Q1 | $781K | Sell |
20,890
-458
| -2% | -$16.4K | 0.5% | 38 |
|
|
2022
Q4 | $738K | Sell |
21,348
-658
| -3% | -$21.6K | 0.44% | 44 |
|
|
2022
Q3 | $694K | Buy |
22,006
+1,079
| +5% | +$35.4K | 0.4% | 44 |
|
|
2022
Q2 | $718K | Buy |
20,927
+2,125
| +11% | +$75.6K | 0.36% | 39 |
|
|
2022
Q1 | $692K | Buy |
18,802
+1,410
| +8% | +$50.4K | 0.32% | 50 |
|
|
2021
Q4 | $605K | Buy |
17,392
+3,160
| +22% | +$108K | 0.23% | 51 |
|
|
2021
Q3 | $475K | Buy |
14,232
+1,320
| +10% | +$45K | 0.21% | 57 |
|
|
2021
Q2 | $435K | Sell |
12,912
-1,104
| -8% | -$38.2K | 0.18% | 59 |
|
|
2021
Q1 | $456K | Buy |
14,016
+100
| +0.7% | +$3.42K | 0.19% | 56 |
|
|
2020
Q4 | $505K | Buy |
13,916
+2,438
| +21% | +$87.3K | 0.23% | 51 |
|
|
2020
Q3 | $413K | Buy |
11,478
+2,219
| +24% | +$81K | 0.21% | 48 |
|
|
2020
Q2 | $315K | Buy |
9,259
+51
| +0.6% | +$1.67K | 0.16% | 51 |
|
|
2020
Q1 | $278K | Buy |
9,208
+1,705
| +23% | +$51.5K | 0.25% | 33 |
|
|
2019
Q4 | $218K | Sell |
7,503
-125
| -2% | -$3.54K | 0.1% | 73 |
|
|
2019
Q3 | $215K | Sell |
7,628
-3
| -0% | -$85 | 0.1% | 66 |
|
|
2019
Q2 | $206K | Sell |
7,631
-229
| -3% | -$5.74K | 0.09% | 70 |
|
|
2019
Q1 | $195K | Buy |
7,860
+1,150
| +17% | +$28.7K | 0.09% | 61 |
|
|
2018
Q4 | $165K | Sell |
6,710
-212
| -3% | -$4.99K | 0.09% | 54 |
|
|
2018
Q3 | $158K | Buy |
6,922
+295
| +4% | +$6.86K | 0.08% | 70 |
|
|
2018
Q2 | $159K | Sell |
6,627
-797
| -11% | -$20K | 0.08% | 68 |
|
|
2018
Q1 | $189K | Sell |
7,424
-1,385
| -16% | -$35.4K | 0.09% | 66 |
|
|
2017
Q4 | $220K | Sell |
8,809
-1,086
| -11% | -$26.6K | 0.1% | 62 |
|
|
2017
Q3 | $244K | Sell |
9,895
-5,317
| -35% | -$131K | 0.11% | 58 |
|
|
2017
Q2 | $363K | Sell |
15,212
-223
| -1% | -$5.4K | 0.17% | 55 |
|
|
2017
Q1 | $371K | Buy |
15,435
+652
| +4% | +$15.3K | 0.18% | 53 |
|
|
2016
Q4 | $328K | Buy |
14,783
+642
| +5% | +$15.1K | 0.17% | 55 |
|
|
2016
Q3 | $359K | Buy |
14,141
+1,362
| +11% | +$35.1K | 0.18% | 50 |
|
|
2016
Q2 | $326K | Buy |
12,779
+9,126
| +250% | +$222K | 0.17% | 51 |
|
|
2016
Q1 | $87K | Buy |
3,653
+185
| +5% | +$4.23K | 0.05% | 56 |
|
|
2015
Q4 | $71K | Sell |
3,468
-475
| -12% | -$10.1K | 0.04% | 59 |
|
|
2015
Q3 | $85K | Sell |
3,943
-740
| -16% | -$16.1K | 0.05% | 54 |
|
|
2015
Q2 | $106K | Sell |
4,683
-795
| -15% | -$18.3K | 0.06% | 58 |
|
|
2015
Q1 | $125K | Sell |
5,478
-208
| -4% | -$4.9K | 0.07% | 53 |
|
|
2014
Q4 | $130K | Sell |
5,686
-1,054
| -16% | -$24.5K | 0.07% | 49 |
|
|
2014
Q3 | $158K | Sell |
6,740
-658
| -9% | -$16.3K | 0.09% | 50 |
|
|
2014
Q2 | $191K | Sell |
7,398
-278
| -4% | -$6.95K | 0.11% | 46 |
|
|
2014
Q1 | $191K | Sell |
7,676
-2,607
| -25% | -$65.4K | 0.11% | 46 |
|
|
2013
Q4 | $240K | Sell |
10,283
-987
| -9% | -$24.4K | 0.14% | 41 |
|
|
2013
Q3 | $291K | Sell |
11,270
-4,550
| -29% | -$117K | 0.18% | 39 |
|
|
2013
Q2 | $379K | Buy |
+15,820
| New | +$436K | 0.28% | 28 |
|
Other funds holding IAU
Interactive Financial Advisors's IAU Position: Q2 2026 in Review
Interactive Financial Advisors reduced its iShares Gold Trust (IAU) stake by 0.85% in Q2 2026, selling an estimated $12.9K and leaving 17,799 shares worth $1.34M. The position accounts for 0.82% of the portfolio, ranked #27.
Interactive Financial Advisors first reported a position in IAU in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.58M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Interactive Financial Advisors held 17,799 shares of iShares Gold Trust worth $1.34M as of Q2 2026.
- Interactive Financial Advisors sold 152 iShares Gold Trust shares in Q2 2026, an estimated $12.9K.
- iShares Gold Trust made up 0.82% of Interactive Financial Advisors's portfolio in Q2 2026, its #27 holding.
- Interactive Financial Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 48 quarters since.
- Interactive Financial Advisors's iShares Gold Trust position peaked at $1.58M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.