Mackay Shields LLC’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
$34.4M Sell
390,150
-84,850
-18% -$7.78M 1.26% 28
2025
Q4
$38.6M Sell
475,000
-50,000
-10% -$3.91M 1.35% 22
2025
Q3
$38.2M Sell
525,000
-30,000
-5% -$1.96M 1.3% 29
2025
Q2
$34.6M Sell
555,000
-105,000
-16% -$6.51M 1.11% 38
2025
Q1
$38.9M Sell
660,000
-30,000
-4% -$1.62M 1.25% 25
2024
Q4
$34.2M Sell
690,000
-239,500
-26% -$12M 1.01% 43
2024
Q3
$46.2M Hold
929,500
1.27% 28
2024
Q2
$40.8M Hold
929,500
1.24% 33
2024
Q1
$39M Hold
929,500
1.08% 33
2023
Q4
$36.3M Hold
929,500
1.06% 37
2023
Q3
$32.5M Hold
929,500
0.89% 42
2023
Q2
$33.8M Hold
929,500
0.95% 41
2023
Q1
$34.7M Hold
929,500
0.95% 39
2022
Q4
$32.2M Hold
929,500
0.82% 43
2022
Q3
$29.3M Hold
929,500
0.74% 44
2022
Q2
$31.9M Hold
929,500
0.77% 47
2022
Q1
$34.2M Hold
929,500
0.3% 79
2021
Q4
$32.4M Hold
929,500
0.27% 95
2021
Q3
$31.1M Hold
929,500
0.29% 84
2021
Q2
$31.3M Hold
929,500
0.29% 85
2021
Q1
$30.2M Hold
929,500
0.22% 92
2020
Q4
$33.7M Hold
929,500
0.23% 81
2020
Q3
$33.4M Hold
929,500
0.23% 84
2020
Q2
$31.6M Buy
929,500
+620,150
+200% +$20.3M 0.25% 81
2020
Q1
$9.32M Hold
309,350
0.09% 270
2019
Q4
$8.97M Hold
309,350
0.06% 352
2019
Q3
$8.72M Hold
309,350
0.05% 367
2019
Q2
$8.35M Sell
309,350
-4,600
-1% -$115K 0.06% 386
2019
Q1
$7.77M Hold
313,950
0.06% 389
2018
Q4
$7.72M Hold
313,950
0.06% 366
2018
Q3
$7.18M Hold
313,950
0.05% 374
2018
Q2
$7.55M Hold
313,950
0.05% 401
2018
Q1
$7.99M Hold
313,950
0.05% 400
2017
Q4
$7.86M Hold
313,950
0.29% 74
2017
Q3
$7.73M Hold
313,950
0.29% 77
2017
Q2
$7.5M Hold
313,950
0.32% 77
2017
Q1
$7.54M Buy
+313,950
New +$7.38M 0.34% 79

Other funds holding IAU

Mackay Shields LLC's IAU Position: Q1 2026 in Review

Mackay Shields LLC reduced its iShares Gold Trust (IAU) stake by 18% in Q1 2026, selling an estimated $7.78M and leaving 390,150 shares worth $34.4M. The position accounts for 1.26% of the portfolio, ranked #28.

Mackay Shields LLC first reported a position in IAU in Q1 2017 and has held it in 37 quarters since. The position peaked at $46.2M in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mackay Shields LLC held 390,150 shares of iShares Gold Trust worth $34.4M as of Q1 2026.
  • Mackay Shields LLC sold 84,850 iShares Gold Trust shares in Q1 2026, an estimated $7.78M.
  • iShares Gold Trust made up 1.26% of Mackay Shields LLC's portfolio in Q1 2026, its #28 holding.
  • Mackay Shields LLC first reported a position in iShares Gold Trust in Q1 2017 and has held it in 37 quarters since.
  • Mackay Shields LLC's iShares Gold Trust position peaked at $46.2M in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mackay Shields LLC's 13F filing for Q1 2026, filed 27 Apr 2026.