MOTCO’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 | $6.93M | Sell |
78,644
-130
| -0.2% | -$11.9K | 0.64% | 58 |
|
|
2025
Q4 | $6.39M | Buy |
78,774
+103
| +0.1% | +$8.05K | 0.58% | 60 |
|
|
2025
Q3 | $5.72M | Buy |
78,671
+100
| +0.1% | +$6.52K | 0.52% | 66 |
|
|
2025
Q2 | $4.87M | Buy |
78,571
+869
| +1% | +$53.8K | 0.47% | 76 |
|
|
2025
Q1 | $4.58M | Buy |
77,702
+313
| +0.4% | +$16.9K | 0.48% | 81 |
|
|
2024
Q4 | $3.83M | Sell |
77,389
-778
| -1% | -$39.1K | 0.39% | 91 |
|
|
2024
Q3 | $3.88M | Sell |
78,167
-406
| -0.5% | -$19K | 0.39% | 94 |
|
|
2024
Q2 | $3.45M | Buy |
78,573
+6,116
| +8% | +$270K | 0.2% | 122 |
|
|
2024
Q1 | $3.04M | Buy |
72,457
+356
| +0.5% | +$14K | 0.18% | 131 |
|
|
2023
Q4 | $2.81M | Sell |
72,101
-1,734
| -2% | -$64.9K | 0.18% | 127 |
|
|
2023
Q3 | $2.58M | Buy |
73,835
+532
| +0.7% | +$19.4K | 0.18% | 127 |
|
|
2023
Q2 | $2.67M | Buy |
73,303
+676
| +0.9% | +$25.3K | 0.17% | 129 |
|
|
2023
Q1 | $2.71M | Buy |
72,627
+2,228
| +3% | +$80K | 0.18% | 128 |
|
|
2022
Q4 | $2.44M | Buy |
70,399
+788
| +1% | +$25.9K | 0.18% | 130 |
|
|
2022
Q3 | $2.19M | Buy |
69,611
+2,938
| +4% | +$96.3K | 0.17% | 132 |
|
|
2022
Q2 | $2.29M | Buy |
66,673
+160
| +0.2% | +$5.69K | 0.17% | 128 |
|
|
2022
Q1 | $2.45M | Buy |
66,513
+2,523
| +4% | +$90.1K | 0.16% | 131 |
|
|
2021
Q4 | $2.23M | Buy |
63,990
+1,228
| +2% | +$42K | 0.14% | 131 |
|
|
2021
Q3 | $2.1M | Buy |
62,762
+580
| +0.9% | +$19.8K | 0.14% | 133 |
|
|
2021
Q2 | $2.1M | Buy |
62,182
+1,033
| +2% | +$35.7K | 0.14% | 129 |
|
|
2021
Q1 | $1.99M | Buy |
61,149
+1,190
| +2% | +$40.7K | 0.14% | 130 |
|
|
2020
Q4 | $2.17M | Sell |
59,959
-2,102
| -3% | -$75.2K | 0.16% | 123 |
|
|
2020
Q3 | $2.23M | Buy |
62,061
+573
| +0.9% | +$20.9K | 0.18% | 120 |
|
|
2020
Q2 | $2.09M | Sell |
61,488
-85
| -0.1% | -$2.79K | 0.18% | 114 |
|
|
2020
Q1 | $1.86M | Buy |
61,573
+1,066
| +2% | +$32.2K | 0.19% | 112 |
|
|
2019
Q4 | $1.75M | Buy |
60,507
+709
| +1% | +$20.1K | 0.15% | 117 |
|
|
2019
Q3 | $1.69M | Sell |
59,798
-119
| -0.2% | -$3.36K | 0.15% | 120 |
|
|
2019
Q2 | $1.62M | Sell |
59,917
-4,565
| -7% | -$114K | 0.15% | 121 |
|
|
2019
Q1 | $1.6M | Buy |
64,482
+2,061
| +3% | +$51.5K | 0.16% | 120 |
|
|
2018
Q4 | $1.53M | Sell |
62,421
-513
| -0.8% | -$12.1K | 0.17% | 121 |
|
|
2018
Q3 | $1.44M | Sell |
62,934
-989
| -2% | -$23K | 0.14% | 124 |
|
|
2018
Q2 | $1.54M | Buy |
63,923
+747
| +1% | +$18.7K | 0.16% | 119 |
|
|
2018
Q1 | $1.61M | Sell |
63,176
-90
| -0.1% | -$2.3K | 0.16% | 120 |
|
|
2017
Q4 | $1.58M | Buy |
63,266
+440
| +0.7% | +$10.8K | 0.16% | 119 |
|
|
2017
Q3 | $1.55M | Buy |
62,826
+556
| +0.9% | +$13.7K | 0.16% | 122 |
|
|
2017
Q2 | $1.49M | Sell |
62,270
-977
| -2% | -$23.6K | 0.16% | 123 |
|
|
2017
Q1 | $1.52M | Sell |
63,247
-308
| -0.5% | -$7.24K | 0.17% | 122 |
|
|
2016
Q4 | $1.41M | Buy |
63,555
+11,660
| +22% | +$273K | 0.16% | 122 |
|
|
2016
Q3 | $1.32M | Sell |
51,895
-4,502
| -8% | -$116K | 0.15% | 130 |
|
|
2016
Q2 | $1.44M | Sell |
56,397
-1,207
| -2% | -$29.3K | 0.16% | 121 |
|
|
2016
Q1 | $1.37M | Buy |
57,604
+196
| +0.3% | +$4.48K | 0.15% | 122 |
|
|
2015
Q4 | $1.17M | Buy |
57,408
+9,230
| +19% | +$197K | 0.14% | 129 |
|
|
2015
Q3 | $1.04M | Buy |
48,178
+966
| +2% | +$21K | 0.13% | 128 |
|
|
2015
Q2 | $1.07M | Sell |
47,212
-1,051
| -2% | -$24.3K | 0.12% | 131 |
|
|
2015
Q1 | $1.1M | Sell |
48,263
-8,182
| -14% | -$193K | 0.12% | 135 |
|
|
2014
Q4 | $1.29M | Buy |
56,445
+55,337
| +4,994% | +$1.29M | 0.14% | 131 |
|
|
2014
Q3 | $26K | Hold |
1,108
| – | – | ﹤0.01% | 343 |
|
|
2014
Q2 | $29K | Hold |
1,108
| – | – | ﹤0.01% | 326 |
|
|
2014
Q1 | $28K | Sell |
1,108
-292
| -21% | -$7.33K | ﹤0.01% | 317 |
|
|
2013
Q4 | $33K | Hold |
1,400
| – | – | ﹤0.01% | 320 |
|
|
2013
Q3 | $36K | Hold |
1,400
| – | – | ﹤0.01% | 331 |
|
|
2013
Q2 | $34K | Buy |
+1,400
| New | +$38.5K | ﹤0.01% | 339 |
|
Other funds holding IAU
MOTCO's IAU Position: Q1 2026 in Review
MOTCO reduced its iShares Gold Trust (IAU) stake by 0.17% in Q1 2026, selling an estimated $11.9K and leaving 78,644 shares worth $6.93M. The position accounts for 0.64% of the portfolio, ranked #58.
MOTCO first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- MOTCO held 78,644 shares of iShares Gold Trust worth $6.93M as of Q1 2026.
- MOTCO sold 130 iShares Gold Trust shares in Q1 2026, an estimated $11.9K.
- iShares Gold Trust made up 0.64% of MOTCO's portfolio in Q1 2026, its #58 holding.
- MOTCO first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.