Lido 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
Q1 | $10.2M | Buy |
116,260
+13,376
| +13% | +$1.23M | 0.03% | 315 |
|
|
2025
Q4 | $7.53M | Buy |
102,884
+634
| +0.6% | +$49.6K | 0.02% | 372 |
|
|
2025
Q3 | $7.44M | Sell |
102,250
-1,639
| -2% | -$107K | 0.02% | 355 |
|
|
2025
Q2 | $6.48M | Sell |
103,889
-11,622
| -10% | -$720K | 0.03% | 319 |
|
|
2025
Q1 | $6.81M | Buy |
115,511
+4,277
| +4% | +$231K | 0.03% | 296 |
|
|
2024
Q4 | $5.51M | Sell |
111,234
-1,866
| -2% | -$93.8K | 0.03% | 314 |
|
|
2024
Q3 | $5.62M | Sell |
113,100
-75
| -0.1% | -$3.51K | 0.03% | 294 |
|
|
2024
Q2 | $4.97M | Buy |
113,175
+11,747
| +12% | +$519K | 0.03% | 290 |
|
|
2024
Q1 | $4.26M | Buy |
101,428
+2,446
| +2% | +$95.9K | 0.03% | 306 |
|
|
2023
Q4 | $3.86M | Sell |
98,982
-4,692
| -5% | -$176K | 0.03% | 298 |
|
|
2023
Q3 | $3.63M | Sell |
103,674
-5,336
| -5% | -$195K | 0.03% | 286 |
|
|
2023
Q2 | $3.97M | Buy |
109,010
+33,081
| +44% | +$1.24M | 0.03% | 255 |
|
|
2023
Q1 | $2.84M | Buy |
75,929
+10,861
| +17% | +$390K | 0.03% | 280 |
|
|
2022
Q4 | $2.25M | Sell |
65,068
-5,421
| -8% | -$178K | 0.03% | 281 |
|
|
2022
Q3 | $2.22M | Buy |
70,489
+7,411
| +12% | +$243K | 0.03% | 250 |
|
|
2022
Q2 | $2.16M | Sell |
63,078
-5,489
| -8% | -$195K | 0.03% | 226 |
|
|
2022
Q1 | $2.52M | Buy |
68,567
+17,169
| +33% | +$613K | 0.03% | 230 |
|
|
2021
Q4 | $1.79M | Buy |
51,398
+145
| +0.3% | +$4.96K | 0.02% | 300 |
|
|
2021
Q3 | $1.71M | Buy |
51,253
+44,840
| +699% | +$1.53M | 0.02% | 291 |
|
|
2021
Q2 | $216K | Buy |
+6,413
| New | +$222K | ﹤0.01% | 842 |
|
|
2019
Q4 | – | Sell |
-5,865
| Closed | -$165K | – | 665 |
|
|
2019
Q3 | $165K | Sell |
5,865
-1,032
| -15% | -$29.1K | 0.01% | 556 |
|
|
2019
Q2 | $186K | Buy |
6,897
+1,476
| +27% | +$37K | 0.01% | 522 |
|
|
2019
Q1 | $134K | Hold |
5,421
| – | – | 0.01% | 510 |
|
|
2018
Q4 | $133K | Hold |
5,421
| – | – | 0.01% | 424 |
|
|
2018
Q3 | $123K | Hold |
5,421
| – | – | 0.01% | 439 |
|
|
2018
Q2 | $130K | Buy |
5,421
+111
| +2% | +$2.78K | 0.01% | 412 |
|
|
2018
Q1 | $135K | Buy |
+5,310
| New | +$136K | 0.02% | 386 |
|
|
2017
Q3 | – | Sell |
-5,310
| Closed | -$127K | – | 305 |
|
|
2017
Q2 | $127K | Hold |
5,310
| – | – | 0.03% | 257 |
|
|
2017
Q1 | $125K | Hold |
5,310
| – | – | 0.03% | 224 |
|
|
2016
Q4 | $118K | Hold |
5,310
| – | – | 0.03% | 208 |
|
|
2016
Q3 | $135K | Hold |
5,310
| – | – | 0.04% | 142 |
|
|
2016
Q2 | $135K | Hold |
5,310
| – | – | 0.04% | 148 |
|
|
2016
Q1 | $126K | Buy |
+5,310
| New | +$121K | 0.04% | 137 |
|
Other funds holding IAU
Lido Advisors's IAU Position: Q1 2026 in Review
Lido Advisors increased its iShares Gold Trust (IAU) stake by 13% in Q1 2026, buying an estimated $1.23M and bringing the position to 116,260 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #315.
Lido Advisors first reported a position in IAU in Q1 2016 and has held it in 33 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Lido Advisors held 116,260 shares of iShares Gold Trust worth $10.2M as of Q1 2026.
- Lido Advisors bought 13,376 iShares Gold Trust shares in Q1 2026, an estimated $1.23M.
- iShares Gold Trust made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #315 holding.
- Lido Advisors first reported a position in iShares Gold Trust in Q1 2016 and has held it in 33 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.