Money Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Buy |
1,837,740
+379,015
| +26% | +$23.5M | 5.35% | 6 |
|
|
2025
Q1 | $86M | Sell |
1,458,725
-212,753
| -13% | -$11.5M | 4.29% | 7 |
|
|
2024
Q4 | $82.3M | Buy |
1,671,478
+49,061
| +3% | +$2.47M | 4.22% | 6 |
|
|
2024
Q3 | $80.6M | Sell |
1,622,417
-3,852
| -0.2% | -$180K | 4.01% | 8 |
|
|
2024
Q2 | $71.4M | Buy |
1,626,269
+46,863
| +3% | +$2.07M | 3.85% | 10 |
|
|
2024
Q1 | $66.4M | Sell |
1,579,406
-233,957
| -13% | -$9.17M | 3.61% | 10 |
|
|
2023
Q4 | $70.8M | Sell |
1,813,363
-66,393
| -4% | -$2.48M | 4% | 7 |
|
|
2023
Q3 | $65.8M | Buy |
1,879,756
+85,620
| +5% | +$3.12M | 3.99% | 7 |
|
|
2023
Q2 | $65.3M | Sell |
1,794,136
-43,891
| -2% | -$1.65M | 3.86% | 7 |
|
|
2023
Q1 | $68.7M | Buy |
1,838,027
+42,936
| +2% | +$1.54M | 4.05% | 5 |
|
|
2022
Q4 | $62.1M | Sell |
1,795,091
-213,065
| -11% | -$7M | 3.89% | 4 |
|
|
2022
Q3 | $63.3M | Buy |
2,008,156
+109,027
| +6% | +$3.57M | 4.48% | 4 |
|
|
2022
Q2 | $65.2M | Sell |
1,899,129
-234,702
| -11% | -$8.35M | 4.88% | 3 |
|
|
2022
Q1 | $78.6M | Buy |
2,133,831
+486,894
| +30% | +$17.4M | 5.32% | 2 |
|
|
2021
Q4 | $56.9M | Sell |
1,646,937
-52,730
| -3% | -$1.8M | 3.85% | 4 |
|
|
2021
Q3 | $56.8M | Buy |
1,699,667
+1,033,181
| +155% | +$35.2M | 4.69% | 5 |
|
|
2021
Q2 | $22.5M | Sell |
666,486
-376,096
| -36% | -$13M | 2.32% | 20 |
|
|
2021
Q1 | $33.9M | Sell |
1,042,582
-493,462
| -32% | -$16.9M | 3.95% | 9 |
|
|
2020
Q4 | $55.5M | Buy |
1,536,044
+252,353
| +20% | +$9.03M | 6.34% | 3 |
|
|
2020
Q3 | $46.2M | Buy |
1,283,691
+377,211
| +42% | +$13.8M | 5.54% | 3 |
|
|
2020
Q2 | $30.8M | Buy |
906,480
+268,362
| +42% | +$8.79M | 4.39% | 7 |
|
|
2020
Q1 | $19.2M | Sell |
638,118
-77,533
| -11% | -$2.34M | 3.4% | 10 |
|
|
2019
Q4 | $20.7M | Buy |
715,651
+344,169
| +93% | +$9.76M | 3.67% | 10 |
|
|
2019
Q3 | $10.5M | Buy |
371,482
+4,142
| +1% | +$117K | 2.2% | 16 |
|
|
2019
Q2 | $9.92M | Buy |
367,340
+25,349
| +7% | +$635K | 2.36% | 16 |
|
|
2019
Q1 | $8.47M | Buy |
341,991
+49,472
| +17% | +$1.24M | 2.25% | 19 |
|
|
2018
Q4 | $7.19M | Buy |
292,519
+2,610
| +0.9% | +$61.4K | 2.28% | 17 |
|
|
2018
Q3 | $6.63M | Buy |
289,909
+48,727
| +20% | +$1.13M | 2.11% | 20 |
|
|
2018
Q2 | $5.8M | Buy |
241,182
+24,558
| +11% | +$616K | 2.11% | 20 |
|
|
2018
Q1 | $5.51M | Buy |
216,624
+42,884
| +25% | +$1.09M | 2.29% | 17 |
|
|
2017
Q4 | $4.35M | Buy |
173,740
+54,386
| +46% | +$1.33M | 2.54% | 17 |
|
|
2017
Q3 | $2.94M | Buy |
+119,354
| New | +$2.94M | 2.5% | 17 |
|
Other funds holding IAU
Money Design's IAU Position: Q2 2025 in Review
Money Design increased its iShares Gold Trust (IAU) stake by 26% in Q2 2025, buying an estimated $23.5M and bringing the position to 1,837,740 shares worth $115M. The position accounts for 5.35% of the portfolio, ranked #6.
Money Design first reported a position in IAU in Q3 2017 and has held it in 32 quarters since. 1,589 funds tracked by Wall St. Rank hold IAU as of Q2 2025.
- Money Design held 1,837,740 shares of iShares Gold Trust worth $115M as of Q2 2025.
- Money Design bought 379,015 iShares Gold Trust shares in Q2 2025, an estimated $23.5M.
- iShares Gold Trust made up 5.35% of Money Design's portfolio in Q2 2025, its #6 holding.
- Money Design first reported a position in iShares Gold Trust in Q3 2017 and has held it in 32 quarters since.
- 1,589 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.
Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.