Port 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 | $1.7M | Hold |
19,250
| – | – | 0.08% | 44 |
|
|
2025
Q4 | $1.56M | Sell |
19,250
-500
| -3% | -$39.1K | 0.07% | 47 |
|
|
2025
Q3 | $1.44M | Sell |
19,750
-1,100
| -5% | -$71.8K | 0.06% | 46 |
|
|
2025
Q2 | $1.3M | Sell |
20,850
-500
| -2% | -$31K | 0.06% | 46 |
|
|
2025
Q1 | $1.26M | Hold |
21,350
| – | – | 0.06% | 46 |
|
|
2024
Q4 | $1.06M | Hold |
21,350
| – | – | 0.05% | 50 |
|
|
2024
Q3 | $1.06M | Hold |
21,350
| – | – | 0.05% | 49 |
|
|
2024
Q2 | $938K | Hold |
21,350
| – | – | 0.05% | 48 |
|
|
2024
Q1 | $897K | Hold |
21,350
| – | – | 0.05% | 52 |
|
|
2023
Q4 | $833K | Hold |
21,350
| – | – | 0.05% | 54 |
|
|
2023
Q3 | $747K | Hold |
21,350
| – | – | 0.05% | 51 |
|
|
2023
Q2 | $777K | Hold |
21,350
| – | – | 0.05% | 53 |
|
|
2023
Q1 | $798K | Hold |
21,350
| – | – | 0.05% | 47 |
|
|
2022
Q4 | $738K | Hold |
21,350
| – | – | 0.05% | 48 |
|
|
2022
Q3 | $673K | Hold |
21,350
| – | – | 0.05% | 49 |
|
|
2022
Q2 | $733K | Buy |
+21,350
| New | +$760K | 0.06% | 50 |
|
|
2022
Q1 | – | Sell |
-21,350
| Closed | -$743K | – | 76 |
|
|
2021
Q4 | $743K | Hold |
21,350
| – | – | 0.05% | 55 |
|
|
2021
Q3 | $713K | Hold |
21,350
| – | – | 0.04% | 56 |
|
|
2021
Q2 | $720K | Hold |
21,350
| – | – | 0.04% | 58 |
|
|
2021
Q1 | $694K | Hold |
21,350
| – | – | 0.04% | 58 |
|
|
2020
Q4 | $774K | Hold |
21,350
| – | – | 0.05% | 59 |
|
|
2020
Q3 | $768K | Hold |
21,350
| – | – | 0.07% | 52 |
|
|
2020
Q2 | $725K | Hold |
21,350
| – | – | 0.07% | 51 |
|
|
2020
Q1 | $643K | Hold |
21,350
| – | – | 0.09% | 52 |
|
|
2019
Q4 | $619K | Hold |
21,350
| – | – | 0.07% | 65 |
|
|
2019
Q3 | $602K | Hold |
21,350
| – | – | 0.07% | 72 |
|
|
2019
Q2 | $576K | Hold |
21,350
| – | – | 0.07% | 76 |
|
|
2019
Q1 | $529K | Hold |
21,350
| – | – | 0.07% | 81 |
|
|
2018
Q4 | $525K | Hold |
21,350
| – | – | 0.08% | 84 |
|
|
2018
Q3 | $488K | Hold |
21,350
| – | – | 0.06% | 109 |
|
|
2018
Q2 | $513K | Hold |
21,350
| – | – | 0.07% | 100 |
|
|
2018
Q1 | $544K | Hold |
21,350
| – | – | 0.08% | 102 |
|
|
2017
Q4 | $534K | Buy |
+21,350
| New | +$524K | 0.08% | 114 |
|
Other funds holding IAU
Port Capital's IAU Position: Q1 2026 in Review
Port Capital held its iShares Gold Trust (IAU) position steady in Q1 2026 at 19,250 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #44.
Port Capital first reported a position in IAU in Q4 2017 and has held it in 33 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Port Capital held 19,250 shares of iShares Gold Trust worth $1.7M as of Q1 2026.
- Port Capital left its iShares Gold Trust share count unchanged in Q1 2026.
- iShares Gold Trust made up 0.08% of Port Capital's portfolio in Q1 2026, its #44 holding.
- Port Capital first reported a position in iShares Gold Trust in Q4 2017 and has held it in 33 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.