J.W. Burns & Co’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 | $4.41M | Sell |
58,401
-4,960
| -8% | -$421K | 0.46% | 56 |
|
|
2026
Q1 | $5.59M | Buy |
63,361
+22,586
| +55% | +$2.07M | 0.64% | 42 |
|
|
2025
Q4 | $3.31M | Buy |
40,775
+4,332
| +12% | +$339K | 0.37% | 55 |
|
|
2025
Q3 | $2.65M | Buy |
36,443
+5,957
| +20% | +$389K | 0.3% | 60 |
|
|
2025
Q2 | $1.9M | Buy |
30,486
+6,895
| +29% | +$427K | 0.23% | 72 |
|
|
2025
Q1 | $1.39M | Buy |
23,591
+1,608
| +7% | +$87K | 0.18% | 85 |
|
|
2024
Q4 | $1.09M | Buy |
21,983
+55
| +0.3% | +$2.76K | 0.14% | 93 |
|
|
2024
Q3 | $1.09M | Buy |
21,928
+55
| +0.3% | +$2.57K | 0.14% | 92 |
|
|
2024
Q2 | $961K | Sell |
21,873
-77
| -0.4% | -$3.4K | 0.13% | 98 |
|
|
2024
Q1 | $922K | Sell |
21,950
-6,550
| -23% | -$257K | 0.13% | 101 |
|
|
2023
Q4 | $1.11M | Buy |
28,500
+990
| +4% | +$37K | 0.16% | 90 |
|
|
2023
Q3 | $963K | Buy |
27,510
+415
| +2% | +$15.1K | 0.16% | 93 |
|
|
2023
Q2 | $986K | Buy |
27,095
+2,703
| +11% | +$101K | 0.16% | 89 |
|
|
2023
Q1 | $912K | Hold |
24,392
| – | – | 0.16% | 91 |
|
|
2022
Q4 | $844K | Hold |
24,392
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $769K | Hold |
24,392
| – | – | 0.15% | 92 |
|
|
2022
Q2 | $837K | Buy |
24,392
+808
| +3% | +$28.7K | 0.16% | 90 |
|
|
2022
Q1 | $869K | Buy |
23,584
+1,750
| +8% | +$62.5K | 0.14% | 92 |
|
|
2021
Q4 | $760K | Sell |
21,834
-375
| -2% | -$12.8K | 0.11% | 107 |
|
|
2021
Q3 | $742K | Buy |
22,209
+286
| +1% | +$9.74K | 0.12% | 110 |
|
|
2021
Q2 | $739K | Sell |
21,923
-267
| -1% | -$9.23K | 0.12% | 109 |
|
|
2021
Q1 | $722K | Buy |
22,190
+170
| +0.8% | +$5.81K | 0.12% | 108 |
|
|
2020
Q4 | $798K | Buy |
22,020
+387
| +2% | +$13.9K | 0.14% | 98 |
|
|
2020
Q3 | $778K | Buy |
21,633
+2,580
| +14% | +$94.2K | 0.16% | 92 |
|
|
2020
Q2 | $647K | Hold |
19,053
| – | – | 0.14% | 99 |
|
|
2020
Q1 | $574K | Buy |
19,053
+5,575
| +41% | +$169K | 0.15% | 95 |
|
|
2019
Q4 | $391K | Sell |
13,478
-800
| -6% | -$22.7K | 0.08% | 124 |
|
|
2019
Q3 | $403K | Buy |
14,278
+60
| +0.4% | +$1.69K | 0.09% | 124 |
|
|
2019
Q2 | $384K | Sell |
14,218
-437
| -3% | -$11K | 0.09% | 129 |
|
|
2019
Q1 | $363K | Sell |
14,655
-1,363
| -9% | -$34K | 0.09% | 129 |
|
|
2018
Q4 | $394K | Sell |
16,018
-1,175
| -7% | -$27.7K | 0.11% | 118 |
|
|
2018
Q3 | $393K | Sell |
17,193
-500
| -3% | -$11.6K | 0.09% | 128 |
|
|
2018
Q2 | $425K | Hold |
17,693
| – | – | 0.11% | 125 |
|
|
2018
Q1 | $450K | Sell |
17,693
-375
| -2% | -$9.57K | 0.12% | 119 |
|
|
2017
Q4 | $452K | Hold |
18,068
| – | – | 0.11% | 120 |
|
|
2017
Q3 | $445K | Buy |
18,068
+3,908
| +28% | +$96.1K | 0.12% | 120 |
|
|
2017
Q2 | $338K | Sell |
14,160
-513
| -3% | -$12.4K | 0.09% | 135 |
|
|
2017
Q1 | $352K | Sell |
14,673
-1,487
| -9% | -$34.9K | 0.1% | 132 |
|
|
2016
Q4 | $358K | Sell |
16,160
-933
| -5% | -$21.9K | 0.1% | 127 |
|
|
2016
Q3 | $434K | Hold |
17,093
| – | – | 0.13% | 114 |
|
|
2016
Q2 | $436K | Hold |
17,093
| – | – | 0.13% | 113 |
|
|
2016
Q1 | $406K | Hold |
17,093
| – | – | 0.13% | 115 |
|
|
2015
Q4 | $350K | Sell |
17,093
-1,562
| -8% | -$33.3K | 0.11% | 124 |
|
|
2015
Q3 | $402K | Sell |
18,655
-1,725
| -8% | -$37.5K | 0.14% | 110 |
|
|
2015
Q2 | $462K | Sell |
20,380
-898
| -4% | -$20.7K | 0.15% | 108 |
|
|
2015
Q1 | $487K | Sell |
21,278
-1,925
| -8% | -$45.4K | 0.16% | 105 |
|
|
2014
Q4 | $531K | Sell |
23,203
-9,500
| -29% | -$221K | 0.17% | 103 |
|
|
2014
Q3 | $765K | Sell |
32,703
-3,272
| -9% | -$81.2K | 0.26% | 81 |
|
|
2014
Q2 | $927K | Sell |
35,975
-2,940
| -8% | -$73.5K | 0.31% | 79 |
|
|
2014
Q1 | $968K | Sell |
38,915
-605
| -2% | -$15.2K | 0.34% | 73 |
|
|
2013
Q4 | $923K | Sell |
39,520
-4,820
| -11% | -$119K | 0.32% | 76 |
|
|
2013
Q3 | $1.14M | Sell |
44,340
-1,993
| -4% | -$51.5K | 0.44% | 66 |
|
|
2013
Q2 | $1.11M | Buy |
+46,333
| New | +$1.28M | 0.46% | 62 |
|
Other funds holding IAU
J.W. Burns & Co's IAU Position: Q2 2026 in Review
J.W. Burns & Co reduced its iShares Gold Trust (IAU) stake by 7.8% in Q2 2026, selling an estimated $421K and leaving 58,401 shares worth $4.41M. The position accounts for 0.46% of the portfolio, ranked #56.
J.W. Burns & Co first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.59M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- J.W. Burns & Co held 58,401 shares of iShares Gold Trust worth $4.41M as of Q2 2026.
- J.W. Burns & Co sold 4,960 iShares Gold Trust shares in Q2 2026, an estimated $421K.
- iShares Gold Trust made up 0.46% of J.W. Burns & Co's portfolio in Q2 2026, its #56 holding.
- J.W. Burns & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
- J.W. Burns & Co's iShares Gold Trust position peaked at $5.59M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.