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Oxbow Advisors’s iShares Gold Trust IAU Stock Holding History

Oxbow Advisors’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
2026
Q1 		$60M Sell
680,458
-121,966
-15% -$11.2M 5.1% 2
2025
Q4 		$65.1M Sell
802,424
-109,755
-12% -$8.58M 5.73% 2
2025
Q3 		$66.4M Sell
912,179
-34,049
-4% -$2.22M 6.17% 2
2025
Q2 		$59M Sell
946,228
-21,256
-2% -$1.32M 6.45% 2
2025
Q1 		$57M Buy
967,484
+2,769
+0.3% +$150K 6.03% 3
2024
Q4 		$47.8M Sell
964,715
-4,794
-0.5% -$241K 5.62% 2
2024
Q3 		$48.2M Buy
969,509
+5,300
+0.5% +$248K 4.78% 4
2024
Q2 		$42.4M Buy
964,209
+75,319
+8% +$3.33M 4.97% 3
2024
Q1 		$37.3M Buy
888,890
+47,238
+6% +$1.85M 5.13% 3
2023
Q4 		$32.8M Sell
841,652
-5,955
-0.7% -$223K 4.98% 3
2023
Q3 		$29.7M Sell
847,607
-10,294
-1% -$376K 4.67% 3
2023
Q2 		$31.2M Buy
857,901
+30,714
+4% +$1.15M 4.9% 4
2023
Q1 		$30.9M Buy
827,187
+89,376
+12% +$3.21M 5.53% 2
2022
Q4 		$25.5M Buy
737,811
+46,392
+7% +$1.52M 4.81% 3
2022
Q3 		$21.8M Sell
691,419
-260,111
-27% -$8.52M 3.42% 6
2022
Q2 		$32.6M Buy
951,530
+579
+0.1% +$20.6K 4.64% 1
2022
Q1 		$35M Buy
950,951
+11,816
+1% +$422K 3.52% 4
2021
Q4 		$32.7M Sell
939,135
-7,835
-0.8% -$268K 3.13% 4
2021
Q3 		$31.6M Buy
946,970
+284,810
+43% +$9.7M 3.22% 1
2021
Q2 		$22.3M Buy
662,160
+649,220
+5,017% +$22.4M 2.32% 6
2021
Q1 		$421K Sell
12,940
-1,180
-8% -$40.3K 0.05% 212
2020
Q4 		$512K Sell
14,120
-630,565
-98% -$22.6M 0.07% 174
2020
Q3 		$23.2M Buy
644,685
+187,040
+41% +$6.83M 2.94% 3
2020
Q2 		$15.6M Buy
457,645
+120,055
+36% +$3.93M 2.26% 4
2020
Q1 		$10.2M Buy
+337,590
New +$10.2M 1.71% 11

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oxbow Advisors's IAU Position: Q1 2026 in Review

Oxbow Advisors reduced its iShares Gold Trust (IAU) stake by 15% in Q1 2026, selling an estimated $11.2M and leaving 680,458 shares worth $60M. The position accounts for 5.1% of the portfolio, ranked #2.

Oxbow Advisors first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. The position peaked at $66.4M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Oxbow Advisors held 680,458 shares of iShares Gold Trust worth $60M as of Q1 2026.
  • Oxbow Advisors sold 121,966 iShares Gold Trust shares in Q1 2026, an estimated $11.2M.
  • iShares Gold Trust made up 5.1% of Oxbow Advisors's portfolio in Q1 2026, its #2 holding.
  • Oxbow Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • Oxbow Advisors's iShares Gold Trust position peaked at $66.4M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.