Permanens Capital’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 | $166M | Buy |
1,885,466
+763,004
| +68% | +$70M | 21.41% | 1 |
|
|
2025
Q4 | $91.1M | Buy |
1,122,462
+232,207
| +26% | +$18.2M | 11.88% | 2 |
|
|
2025
Q3 | $64.8M | Sell |
890,255
-19,291
| -2% | -$1.26M | 9.66% | 3 |
|
|
2025
Q2 | $56.7M | Buy |
909,546
+35,804
| +4% | +$2.22M | 7.73% | 4 |
|
|
2025
Q1 | $51.5M | Sell |
873,742
-112,194
| -11% | -$6.07M | 9.35% | 3 |
|
|
2024
Q4 | $48.8M | Buy |
985,936
+130,676
| +15% | +$6.57M | 9.32% | 4 |
|
|
2024
Q3 | $42.5M | Buy |
855,260
+262,158
| +44% | +$12.3M | 8.63% | 5 |
|
|
2024
Q2 | $26.1M | Buy |
593,102
+294,066
| +98% | +$13M | 2.66% | 8 |
|
|
2024
Q1 | $12.6M | Buy |
299,036
+100,401
| +51% | +$3.94M | 1.54% | 8 |
|
|
2023
Q4 | $7.75M | Sell |
198,635
-57,586
| -22% | -$2.15M | 1.51% | 8 |
|
|
2023
Q3 | $8.97M | Sell |
256,221
-70,215
| -22% | -$2.56M | 1.53% | 8 |
|
|
2023
Q2 | $11.9M | Sell |
326,436
-278,400
| -46% | -$10.4M | 2.73% | 8 |
|
|
2023
Q1 | $22.6M | Sell |
604,836
-46,759
| -7% | -$1.68M | 4.9% | 3 |
|
|
2022
Q4 | $22.5M | Buy |
651,595
+15,600
| +2% | +$512K | 5.46% | 4 |
|
|
2022
Q3 | $20.1M | Buy |
635,995
+18,431
| +3% | +$604K | 4.52% | 4 |
|
|
2022
Q2 | $21.2M | Buy |
617,564
+349,515
| +130% | +$12.4M | 4.26% | 7 |
|
|
2022
Q1 | $9.87M | Buy |
268,049
+78,007
| +41% | +$2.79M | 1.53% | 9 |
|
|
2021
Q4 | $6.62M | Buy |
190,042
+44,977
| +31% | +$1.54M | 1.04% | 25 |
|
|
2021
Q3 | $4.85M | Sell |
145,065
-5,075
| -3% | -$173K | 0.88% | 28 |
|
|
2021
Q2 | $5.06M | Buy |
150,140
+5,995
| +4% | +$207K | 0.91% | 27 |
|
|
2021
Q1 | $4.69M | Buy |
144,145
+6,269
| +5% | +$214K | 0.96% | 27 |
|
|
2020
Q4 | $5M | Buy |
137,876
+34,661
| +34% | +$1.24M | 1.05% | 23 |
|
|
2020
Q3 | $3.71M | Buy |
103,215
+39,415
| +62% | +$1.44M | 1.28% | 8 |
|
|
2020
Q2 | $2.17M | Buy |
63,800
+28,183
| +79% | +$924K | 0.82% | 7 |
|
|
2020
Q1 | $1.07M | Sell |
35,617
-63,532
| -64% | -$1.92M | 0.34% | 10 |
|
|
2019
Q4 | $2.88M | Buy |
99,149
+83,277
| +525% | +$2.36M | 0.72% | 10 |
|
|
2019
Q3 | $448K | Sell |
15,872
-42,430
| -73% | -$1.2M | 0.13% | 29 |
|
|
2019
Q2 | $1.57M | Sell |
58,302
-23,464
| -29% | -$588K | 0.45% | 14 |
|
|
2019
Q1 | $2.02M | Sell |
81,766
-1,092
| -1% | -$27.3K | 0.6% | 12 |
|
|
2018
Q4 | $2.04M | Buy |
82,858
+35,873
| +76% | +$845K | 0.77% | 10 |
|
|
2018
Q3 | $1.07M | Sell |
46,985
-442
| -0.9% | -$10.3K | 0.37% | 10 |
|
|
2018
Q2 | $1.14M | Buy |
47,427
+19,322
| +69% | +$484K | 0.43% | 10 |
|
|
2018
Q1 | $716K | Buy |
28,105
+10,204
| +57% | +$261K | 0.28% | 11 |
|
|
2017
Q4 | $448K | Sell |
17,901
-21,505
| -55% | -$528K | 0.17% | 12 |
|
|
2017
Q3 | $970K | Hold |
39,406
| – | – | 0.35% | 11 |
|
|
2017
Q2 | $941K | Buy |
39,406
+5,237
| +15% | +$127K | 0.34% | 11 |
|
|
2017
Q1 | $821K | Buy |
34,169
+6,093
| +22% | +$143K | 0.31% | 11 |
|
|
2016
Q4 | $622K | Hold |
28,076
| – | – | 0.26% | 11 |
|
|
2016
Q3 | $713K | Sell |
28,076
-41,057
| -59% | -$1.06M | 0.35% | 10 |
|
|
2016
Q2 | $1.76M | Buy |
69,133
+7,376
| +12% | +$179K | 1.07% | 7 |
|
|
2016
Q1 | $1.47M | Buy |
+61,757
| New | +$1.41M | 0.76% | 7 |
|
|
2015
Q2 | – | Sell |
-22,300
| Closed | -$511K | – | 6 |
|
|
2015
Q1 | $511K | Hold |
22,300
| – | – | 0.5% | 5 |
|
|
2014
Q4 | $510K | Hold |
22,300
| – | – | 0.53% | 6 |
|
|
2014
Q3 | $522K | Hold |
22,300
| – | – | 0.74% | 9 |
|
|
2014
Q2 | $574K | Buy |
+22,300
| New | +$558K | 0.65% | 10 |
|
|
2014
Q1 | – | Sell |
-30,000
| Closed | -$701K | – | 10 |
|
|
2013
Q4 | $701K | Buy |
+30,000
| New | +$741K | 0.65% | 11 |
|
Other funds holding IAU
Permanens Capital's IAU Position: Q1 2026 in Review
Permanens Capital increased its iShares Gold Trust (IAU) stake by 68% in Q1 2026, buying an estimated $70M and bringing the position to 1,885,466 shares worth $166M. The position accounts for 21.41% of the portfolio, ranked #1.
Permanens Capital first reported a position in IAU in Q4 2013 and has held it in 46 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Permanens Capital held 1,885,466 shares of iShares Gold Trust worth $166M as of Q1 2026.
- Permanens Capital bought 763,004 iShares Gold Trust shares in Q1 2026, an estimated $70M.
- iShares Gold Trust made up 21.41% of Permanens Capital's portfolio in Q1 2026, its #1 holding.
- Permanens Capital first reported a position in iShares Gold Trust in Q4 2013 and has held it in 46 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.