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Oarsman Capital’s iShares Gold Trust IAU Stock Holding History

Oarsman Capital’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,517
Closed -$75.1K – 514
2024
Q4 		$75.1K Sell
1,517
-1,229
-45% -$61.8K 0.01% 378
2024
Q3 		$136K Buy
+2,746
New +$129K 0.03% 292
2024
Q1 		– Sell
-5,607
Closed -$219K – 247
2023
Q4 		$219K Sell
5,607
-156
-3% -$5.84K 0.06% 217
2023
Q3 		$202K Buy
5,763
+6
+0.1% +$219 0.08% 175
2023
Q2 		$209K Sell
5,757
-1,387
-19% -$52K 0.09% 166
2023
Q1 		$267K Sell
7,144
-1,262
-15% -$45.3K 0.12% 142
2022
Q4 		$291K Sell
8,406
-242
-3% -$7.95K 0.15% 132
2022
Q3 		$273K Sell
8,648
-875
-9% -$28.7K 0.15% 135
2022
Q2 		$327K Hold
9,523
– – 0.16% 132
2022
Q1 		$351K Sell
9,523
-4,524
-32% -$162K 0.14% 143
2021
Q4 		$489K Sell
14,047
-572
-4% -$19.5K 0.19% 117
2021
Q3 		$488K Hold
14,619
– – 0.2% 119
2021
Q2 		$493K Sell
14,619
-693
-5% -$24K 0.2% 120
2021
Q1 		$498K Buy
15,312
+350
+2% +$12K 0.22% 117
2020
Q4 		$543K Sell
14,962
-50
-0.3% -$1.79K 0.21% 111
2020
Q3 		$540K Buy
15,012
+402
+3% +$14.7K 0.24% 95
2020
Q2 		$496K Buy
+14,610
New +$479K 0.25% 93
2020
Q1 		– Sell
-12,360
Closed -$358K – 142
2019
Q4 		$358K Buy
12,360
+1,148
+10% +$32.6K 0.16% 125
2019
Q3 		$316K Buy
11,212
+125
+1% +$3.53K 0.15% 140
2019
Q2 		$299K Buy
11,087
+48
+0.4% +$1.2K 0.14% 146
2019
Q1 		$273K Buy
11,039
+1,025
+10% +$25.6K 0.13% 151
2018
Q4 		$246K Buy
10,014
+175
+2% +$4.12K 0.13% 155
2018
Q3 		$225K Buy
9,839
+155
+2% +$3.6K 0.09% 168
2018
Q2 		$233K Buy
9,684
+276
+3% +$6.92K 0.11% 158
2018
Q1 		$240K Buy
9,408
+200
+2% +$5.11K 0.11% 163
2017
Q4 		$230K Sell
9,208
-351
-4% -$8.61K 0.1% 171
2017
Q3 		$235K Buy
9,559
+913
+11% +$22.5K 0.1% 168
2017
Q2 		$206K Buy
8,646
+530
+7% +$12.8K 0.09% 174
2017
Q1 		$195K Buy
8,116
+1,577
+24% +$37.1K 0.09% 179
2016
Q4 		$145K Sell
6,539
-1,440
-18% -$33.8K 0.09% 150
2016
Q3 		$202K Buy
7,979
+588
+8% +$15.1K 0.1% 178
2016
Q2 		$189K Buy
7,391
+725
+11% +$17.6K 0.1% 179
2016
Q1 		$158K Buy
6,666
+626
+10% +$14.3K 0.08% 175
2015
Q4 		$124K Sell
6,040
-75
-1% -$1.6K 0.07% 179
2015
Q3 		$132K Hold
6,115
– – 0.08% 175
2015
Q2 		$139K Hold
6,115
– – 0.09% 170
2015
Q1 		$140K Sell
6,115
-75
-1% -$1.77K 0.1% 166
2014
Q4 		$142K Hold
6,190
– – 0.1% 160
2014
Q3 		$145K Hold
6,190
– – 0.11% 156
2014
Q2 		$159K Hold
6,190
– – 0.12% 158
2014
Q1 		$154K Hold
6,190
– – 0.12% 156
2013
Q4 		$145K Buy
6,190
+83
+1% +$2.05K 0.12% 153
2013
Q3 		$157K Buy
6,107
+150
+3% +$3.87K 0.14% 144
2013
Q2 		$143K Buy
+5,957
New +$164K 0.14% 137

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oarsman Capital's IAU Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 1,517 shares — an estimated $75.1K sold.

Oarsman Capital first reported a position in IAU in Q2 2013 and held it in 44 quarters. The position peaked at $543K in Q4 2020. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Oarsman Capital reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,517 iShares Gold Trust shares in Q1 2025, an estimated $75.1K.
  • Oarsman Capital first reported a position in iShares Gold Trust in Q2 2013 and held it in 44 quarters.
  • Oarsman Capital's iShares Gold Trust position peaked at $543K in Q4 2020.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.