OneDigital Investment 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
Q2 | $66.3M | Buy |
877,484
+33,638
| +4% | +$2.86M | 0.56% | 40 |
|
|
2026
Q1 | $74.4M | Sell |
843,846
-514,687
| -38% | -$47.2M | 0.73% | 28 |
|
|
2025
Q4 | $110M | Sell |
1,358,533
-3,885
| -0.3% | -$304K | 1.08% | 20 |
|
|
2025
Q3 | $99.1M | Buy |
1,362,418
+232,740
| +21% | +$15.2M | 1.02% | 21 |
|
|
2025
Q2 | $70.4M | Sell |
1,129,678
-102,635
| -8% | -$6.36M | 0.78% | 29 |
|
|
2025
Q1 | $72.7M | Buy |
1,232,313
+395,888
| +47% | +$21.4M | 0.86% | 26 |
|
|
2024
Q4 | $41.4M | Buy |
836,425
+348,963
| +72% | +$17.5M | 0.48% | 43 |
|
|
2024
Q3 | $24.2M | Sell |
487,462
-1,301
| -0.3% | -$60.9K | 0.28% | 70 |
|
|
2024
Q2 | $21.5M | Buy |
488,763
+5,302
| +1% | +$234K | 0.27% | 72 |
|
|
2024
Q1 | $20.3M | Sell |
483,461
-1,164
| -0.2% | -$45.6K | 0.32% | 65 |
|
|
2023
Q4 | $18.9M | Sell |
484,625
-8,042
| -2% | -$301K | 0.33% | 64 |
|
|
2023
Q3 | $17.2M | Buy |
492,667
+1,878
| +0.4% | +$68.5K | 0.37% | 58 |
|
|
2023
Q2 | $17.9M | Buy |
490,789
+5,814
| +1% | +$218K | 0.4% | 57 |
|
|
2023
Q1 | $18.1M | Buy |
484,975
+476,279
| +5,477% | +$17.1M | 0.43% | 53 |
|
|
2022
Q4 | $301K | Buy |
8,696
+1,605
| +23% | +$52.7K | 0.01% | 673 |
|
|
2022
Q3 | $224K | Sell |
7,091
-8
| -0.1% | -$262 | 0.01% | 679 |
|
|
2022
Q2 | $244K | Buy |
7,099
+761
| +12% | +$27.1K | 0.01% | 608 |
|
|
2022
Q1 | $233K | Sell |
6,338
-1,274
| -17% | -$45.5K | 0.01% | 664 |
|
|
2021
Q4 | $265K | Sell |
7,612
-1,528
| -17% | -$52.2K | 0.01% | 632 |
|
|
2021
Q3 | $305K | Sell |
9,140
-573
| -6% | -$19.5K | 0.01% | 571 |
|
|
2021
Q2 | $327K | Buy |
9,713
+2,431
| +33% | +$84K | 0.01% | 531 |
|
|
2021
Q1 | $237K | Sell |
7,282
-934
| -11% | -$31.9K | 0.01% | 566 |
|
|
2020
Q4 | $298K | Sell |
8,216
-277
| -3% | -$9.91K | 0.02% | 490 |
|
|
2020
Q3 | $306K | Buy |
8,493
+1,550
| +22% | +$56.6K | 0.02% | 425 |
|
|
2020
Q2 | $236K | Buy |
6,943
+1,090
| +19% | +$35.7K | 0.02% | 506 |
|
|
2020
Q1 | $176K | Sell |
5,853
-15,774
| -73% | -$477K | 0.02% | 485 |
|
|
2019
Q4 | $627K | Buy |
21,627
+2,912
| +16% | +$82.6K | 0.05% | 262 |
|
|
2019
Q3 | $528K | Sell |
18,715
-16,811
| -47% | -$474K | 0.05% | 263 |
|
|
2019
Q2 | $959K | Buy |
35,526
+16,958
| +91% | +$425K | 0.07% | 158 |
|
|
2019
Q1 | $460K | Sell |
18,568
-5,789
| -24% | -$145K | 0.07% | 182 |
|
|
2018
Q4 | $599K | Sell |
24,357
-433
| -2% | -$10.2K | 0.1% | 146 |
|
|
2018
Q3 | $567K | Buy |
24,790
+48
| +0.2% | +$1.11K | 0.13% | 97 |
|
|
2018
Q2 | $595K | Sell |
24,742
-4,822
| -16% | -$121K | 0.12% | 107 |
|
|
2018
Q1 | $753K | Buy |
29,564
+45
| +0.2% | +$1.15K | 0.17% | 93 |
|
|
2017
Q4 | $739K | Hold |
29,519
| – | – | 0.08% | 99 |
|
|
2017
Q3 | $727K | Buy |
29,519
+11,157
| +61% | +$274K | 0.27% | 54 |
|
|
2017
Q2 | $438K | Buy |
+18,362
| New | +$444K | 0.13% | 120 |
|
Other funds holding IAU
OneDigital Investment Advisors's IAU Position: Q2 2026 in Review
OneDigital Investment Advisors increased its iShares Gold Trust (IAU) stake by 4% in Q2 2026, buying an estimated $2.86M and bringing the position to 877,484 shares worth $66.3M. The position accounts for 0.56% of the portfolio, ranked #40.
OneDigital Investment Advisors first reported a position in IAU in Q2 2017 and has held it in 37 quarters since. The position peaked at $110M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- OneDigital Investment Advisors held 877,484 shares of iShares Gold Trust worth $66.3M as of Q2 2026.
- OneDigital Investment Advisors bought 33,638 iShares Gold Trust shares in Q2 2026, an estimated $2.86M.
- iShares Gold Trust made up 0.56% of OneDigital Investment Advisors's portfolio in Q2 2026, its #40 holding.
- OneDigital Investment Advisors first reported a position in iShares Gold Trust in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's iShares Gold Trust position peaked at $110M in Q4 2025.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.