Mutual 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 | $5.95M | Sell |
67,465
-94,617
| -58% | -$8.68M | 0.13% | 163 |
|
|
2025
Q4 | $13.2M | Buy |
162,082
+22,038
| +16% | +$1.72M | 0.28% | 56 |
|
|
2025
Q3 | $10.9M | Buy |
140,044
+67,047
| +92% | +$4.37M | 0.24% | 73 |
|
|
2025
Q2 | $4.59M | Sell |
72,997
-80,718
| -53% | -$5M | 0.11% | 183 |
|
|
2025
Q1 | $9.58M | Buy |
153,715
+12,359
| +9% | +$669K | 0.27% | 61 |
|
|
2024
Q4 | $7.24M | Buy |
141,356
+33,295
| +31% | +$1.67M | 0.21% | 91 |
|
|
2024
Q3 | $5.58M | Buy |
108,061
+67,285
| +165% | +$3.15M | 0.16% | 118 |
|
|
2024
Q2 | $1.84M | Buy |
40,776
+356
| +0.9% | +$15.7K | 0.06% | 293 |
|
|
2024
Q1 | $1.7M | Sell |
40,420
-8,840
| -18% | -$347K | 0.05% | 318 |
|
|
2023
Q4 | $1.92M | Buy |
49,260
+5,515
| +13% | +$206K | 0.07% | 286 |
|
|
2023
Q3 | $1.53M | Sell |
43,745
-5,622
| -11% | -$205K | 0.06% | 314 |
|
|
2023
Q2 | $1.8M | Buy |
49,367
+819
| +2% | +$30.7K | 0.07% | 276 |
|
|
2023
Q1 | $1.81M | Sell |
48,548
-16,903
| -26% | -$607K | 0.07% | 268 |
|
|
2022
Q4 | $2.26M | Buy |
65,451
+18,110
| +38% | +$595K | 0.1% | 204 |
|
|
2022
Q3 | $1.49M | Buy |
47,341
+11,896
| +34% | +$390K | 0.08% | 256 |
|
|
2022
Q2 | $1.22M | Sell |
35,445
-3,321
| -9% | -$118K | 0.08% | 287 |
|
|
2022
Q1 | $1.43M | Sell |
38,766
-1,076
| -3% | -$38.4K | 0.08% | 275 |
|
|
2021
Q4 | $1.39M | Sell |
39,842
-1,172
| -3% | -$40.1K | 0.07% | 301 |
|
|
2021
Q3 | $1.37M | Sell |
41,014
-333
| -0.8% | -$11.3K | 0.08% | 290 |
|
|
2021
Q2 | $1.39M | Buy |
41,347
+1,670
| +4% | +$57.7K | 0.08% | 288 |
|
|
2021
Q1 | $1.29M | Sell |
39,677
-144,145
| -78% | -$4.93M | 0.09% | 274 |
|
|
2020
Q4 | $6.67M | Sell |
183,822
-4,715
| -3% | -$169K | 0.5% | 36 |
|
|
2020
Q3 | $6.78M | Buy |
188,537
+126,145
| +202% | +$4.61M | 0.59% | 24 |
|
|
2020
Q2 | $2.12M | Buy |
62,392
+11,860
| +23% | +$389K | 0.21% | 119 |
|
|
2020
Q1 | $1.52M | Sell |
50,532
-10,442
| -17% | -$316K | 0.21% | 127 |
|
|
2019
Q4 | $1.77M | Sell |
60,974
-128,954
| -68% | -$3.66M | 0.19% | 135 |
|
|
2019
Q3 | $5.36M | Buy |
189,928
+130,084
| +217% | +$3.67M | 0.71% | 23 |
|
|
2019
Q2 | $1.62M | Buy |
59,844
+1,281
| +2% | +$32.1K | 0.21% | 111 |
|
|
2019
Q1 | $1.45M | Buy |
58,563
+12,298
| +27% | +$307K | 0.21% | 109 |
|
|
2018
Q4 | $1.14M | Buy |
46,265
+23,978
| +108% | +$565K | 0.22% | 114 |
|
|
2018
Q3 | $509K | Sell |
22,287
-2,516
| -10% | -$58.5K | 0.08% | 283 |
|
|
2018
Q2 | $596K | Buy |
24,803
+857
| +4% | +$21.5K | 0.14% | 215 |
|
|
2018
Q1 | $610K | Buy |
23,946
+5,666
| +31% | +$145K | 0.15% | 209 |
|
|
2017
Q4 | $457K | Buy |
+18,280
| New | +$449K | 0.17% | 166 |
|
Other funds holding IAU
Mutual Advisors's IAU Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Gold Trust (IAU) stake by 58% in Q1 2026, selling an estimated $8.68M and leaving 67,465 shares worth $5.95M. The position accounts for 0.13% of the portfolio, ranked #163.
Mutual Advisors first reported a position in IAU in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.2M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Mutual Advisors held 67,465 shares of iShares Gold Trust worth $5.95M as of Q1 2026.
- Mutual Advisors sold 94,617 iShares Gold Trust shares in Q1 2026, an estimated $8.68M.
- iShares Gold Trust made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #163 holding.
- Mutual Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Gold Trust position peaked at $13.2M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.