Private Advisor Group’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 | $20.4M | Sell |
231,074
-25,700
| -10% | -$2.36M | 0.1% | 220 |
|
|
2025
Q4 | $20.8M | Sell |
256,774
-55,340
| -18% | -$4.33M | 0.1% | 216 |
|
|
2025
Q3 | $22.7M | Buy |
312,114
+66,473
| +27% | +$4.34M | 0.11% | 185 |
|
|
2025
Q2 | $15.3M | Buy |
245,641
+22,338
| +10% | +$1.38M | 0.08% | 252 |
|
|
2025
Q1 | $13.2M | Buy |
223,303
+59,565
| +36% | +$3.22M | 0.08% | 260 |
|
|
2024
Q4 | $8.11M | Buy |
163,738
+19,185
| +13% | +$964K | 0.05% | 382 |
|
|
2024
Q3 | $7.18M | Sell |
144,553
-8,226
| -5% | -$385K | 0.04% | 401 |
|
|
2024
Q2 | $6.71M | Buy |
152,779
+13,522
| +10% | +$598K | 0.05% | 383 |
|
|
2024
Q1 | $5.85M | Sell |
139,257
-12,500
| -8% | -$490K | 0.04% | 412 |
|
|
2023
Q4 | $5.92M | Buy |
151,757
+1,949
| +1% | +$72.9K | 0.05% | 372 |
|
|
2023
Q3 | $5.24M | Sell |
149,808
-3,570
| -2% | -$130K | 0.05% | 378 |
|
|
2023
Q2 | $5.61M | Sell |
153,378
-7,611
| -5% | -$285K | 0.05% | 357 |
|
|
2023
Q1 | $6.02M | Sell |
160,989
-6,785
| -4% | -$243K | 0.06% | 338 |
|
|
2022
Q4 | $1.22M | Buy |
167,774
+15
| +0% | +$493 | 0.06% | 316 |
|
|
2022
Q3 | $5.29M | Sell |
167,759
-66,807
| -28% | -$2.19M | 0.06% | 320 |
|
|
2022
Q2 | $8.05M | Buy |
+234,566
| New | +$8.34M | 0.07% | 269 |
|
|
2022
Q1 | – | Sell |
-220,507
| Closed | -$7.68M | – | 2178 |
|
|
2021
Q4 | $7.68M | Sell |
220,507
-83,474
| -27% | -$2.85M | 0.06% | 329 |
|
|
2021
Q3 | $10.2M | Buy |
303,981
+21,445
| +8% | +$731K | 0.06% | 299 |
|
|
2021
Q2 | $9.53M | Buy |
282,536
+21,660
| +8% | +$749K | 0.08% | 243 |
|
|
2021
Q1 | $8.48M | Sell |
260,876
-23,868
| -8% | -$816K | 0.08% | 239 |
|
|
2020
Q4 | $10.3M | Buy |
284,744
+81,020
| +40% | +$2.9M | 0.11% | 199 |
|
|
2020
Q3 | $7.3M | Buy |
203,724
+16,196
| +9% | +$591K | 0.09% | 217 |
|
|
2020
Q2 | $6.37M | Buy |
187,528
+38,374
| +26% | +$1.26M | 0.09% | 222 |
|
|
2020
Q1 | $4.5M | Buy |
149,154
+25,290
| +20% | +$765K | 0.08% | 246 |
|
|
2019
Q4 | $3.59M | Buy |
123,864
+24,979
| +25% | +$708K | 0.06% | 357 |
|
|
2019
Q3 | $2.79M | Buy |
98,885
+846
| +0.9% | +$23.9K | 0.04% | 433 |
|
|
2019
Q2 | $2.65M | Buy |
98,039
+4,130
| +4% | +$104K | 0.05% | 397 |
|
|
2019
Q1 | $2.33M | Buy |
93,909
+12,615
| +16% | +$315K | 0.05% | 394 |
|
|
2018
Q4 | $2M | Sell |
81,294
-13,097
| -14% | -$308K | 0.05% | 388 |
|
|
2018
Q3 | $2.16M | Buy |
94,391
+62,367
| +195% | +$1.45M | 0.04% | 410 |
|
|
2018
Q2 | $763K | Sell |
32,024
-33,627
| -51% | -$843K | 0.01% | 581 |
|
|
2018
Q1 | $1.67M | Buy |
65,651
+41,681
| +174% | +$1.06M | 0.07% | 298 |
|
|
2017
Q4 | $608K | Sell |
23,970
-55,755
| -70% | -$1.37M | 0.03% | 572 |
|
|
2017
Q3 | $1.97M | Buy |
79,725
+19,998
| +33% | +$492K | 0.05% | 365 |
|
|
2017
Q2 | $1.39M | Sell |
59,727
-5,805
| -9% | -$141K | 0.04% | 451 |
|
|
2017
Q1 | $1.59M | Sell |
65,532
-9,773
| -13% | -$230K | 0.04% | 408 |
|
|
2016
Q4 | $1.73M | Buy |
75,305
+17,322
| +30% | +$406K | 0.06% | 336 |
|
|
2016
Q3 | $1.42M | Sell |
57,983
-47,162
| -45% | -$1.21M | 0.06% | 329 |
|
|
2016
Q2 | $2.77M | Buy |
105,145
+40,465
| +63% | +$983K | 0.11% | 186 |
|
|
2016
Q1 | $1.54M | Buy |
64,680
+10,638
| +20% | +$243K | 0.07% | 270 |
|
|
2015
Q4 | $1.11M | Buy |
54,042
+4,487
| +9% | +$95.7K | 0.05% | 356 |
|
|
2015
Q3 | $1.07M | Sell |
49,555
-52,282
| -51% | -$1.14M | 0.06% | 342 |
|
|
2015
Q2 | $2.31M | Buy |
101,837
+11,376
| +13% | +$262K | 0.11% | 190 |
|
|
2015
Q1 | $2.07M | Buy |
90,461
+29,833
| +49% | +$703K | 0.12% | 191 |
|
|
2014
Q4 | $1.39M | Sell |
60,628
-50,636
| -46% | -$1.18M | 0.09% | 273 |
|
|
2014
Q3 | $2.6M | Buy |
111,264
+33,686
| +43% | +$836K | 0.18% | 126 |
|
|
2014
Q2 | $2M | Buy |
77,578
+9,452
| +14% | +$236K | 0.17% | 129 |
|
|
2014
Q1 | $1.7M | Buy |
68,126
+5,128
| +8% | +$129K | 0.18% | 133 |
|
|
2013
Q4 | $1.47M | Buy |
+62,998
| New | +$1.56M | 0.16% | 149 |
|
Other funds holding IAU
Private Advisor Group's IAU Position: Q1 2026 in Review
Private Advisor Group reduced its iShares Gold Trust (IAU) stake by 10% in Q1 2026, selling an estimated $2.36M and leaving 231,074 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #220.
Private Advisor Group first reported a position in IAU in Q4 2013 and has held it in 49 quarters since. The position peaked at $22.7M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Private Advisor Group held 231,074 shares of iShares Gold Trust worth $20.4M as of Q1 2026.
- Private Advisor Group sold 25,700 iShares Gold Trust shares in Q1 2026, an estimated $2.36M.
- iShares Gold Trust made up 0.1% of Private Advisor Group's portfolio in Q1 2026, its #220 holding.
- Private Advisor Group first reported a position in iShares Gold Trust in Q4 2013 and has held it in 49 quarters since.
- Private Advisor Group's iShares Gold Trust position peaked at $22.7M in Q3 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.