Quest Investment Management’s iShares Gold Trust IAU Stock Holding History

Quest Investment Management’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	$18.8M	Sell	212,782 -55,400	-21%	-$5.08M	2.19%	11
2025 Q4	$21.8M	Sell	268,182 -50,440	-16%	-$3.94M	2.35%	12
2025 Q3	$23.2M	Buy	318,622 +425	+0.1%	+$27.7K	2.43%	11
2025 Q2	$19.8M	Buy	318,197 +516	+0.2%	+$32K	2.18%	13
2025 Q1	$18.7M	Buy	317,681 +60	+0%	+$3.25K	2.32%	12
2024 Q4	$15.7M	Sell	317,621 -78,926	-20%	-$3.97M	1.83%	13
2024 Q3	$19.7M	Buy	396,547 +526	+0.1%	+$24.6K	2.31%	11
2024 Q2	$17.4M	Hold	396,021	–	–	1.92%	14
2024 Q1	$16.6M	Hold	396,021	–	–	1.86%	16
2023 Q4	$15.5M	Hold	396,021	–	–	1.94%	22
2023 Q3	$13.9M	Hold	396,021	–	–	1.96%	13
2023 Q2	$14.4M	Hold	396,021	–	–	1.97%	12
2023 Q1	$14.8M	Hold	396,021	–	–	2.03%	11
2022 Q4	$13.7M	Hold	396,021	–	–	1.67%	19
2022 Q3	$12.5M	Hold	396,021	–	–	1.54%	15
2022 Q2	$13.6M	Hold	396,021	–	–	1.6%	13
2022 Q1	$14.6M	Buy	396,021 +116,441	+42%	+$4.16M	1.39%	13
2021 Q4	$9.73M	Hold	279,580	–	–	0.83%	45
2021 Q3	$9.34M	Hold	279,580	–	–	0.86%	47
2021 Q2	$9.43M	Hold	279,580	–	–	0.85%	49
2021 Q1	$9.09M	Hold	279,580	–	–	0.83%	45
2020 Q4	$10.1M	Buy	279,580 +275	+0.1%	+$9.84K	0.91%	46
2020 Q3	$10M	Sell	279,305 -170,100	-38%	-$6.21M	0.96%	44
2020 Q2	$15.3M	Hold	449,405	–	–	1.72%	35
2020 Q1	$13.5M	Hold	449,405	–	–	1.9%	23
2019 Q4	$13M	Buy	449,405 +522	+0.1%	+$14.8K	1.51%	39
2019 Q3	$12.7M	Hold	448,883	–	–	1.58%	33
2019 Q2	$12.1M	Hold	448,883	–	–	1.5%	35
2019 Q1	$11.1M	Buy	448,883 +1,368	+0.3%	+$34.2K	1.46%	35
2018 Q4	$11M	Buy	447,515 +207,470	+86%	+$4.88M	1.7%	34
2018 Q3	$5.49M	Hold	240,045	–	–	0.77%	40
2018 Q2	$5.77M	Hold	240,045	–	–	0.86%	38
2018 Q1	$6.11M	Hold	240,045	–	–	0.94%	43
2017 Q4	$6.01M	Buy	240,045 +40,290	+20%	+$989K	0.89%	40
2017 Q3	$4.92M	Hold	199,755	–	–	0.63%	55
2017 Q2	$4.77M	Hold	199,755	–	–	0.63%	58
2017 Q1	$4.8M	Hold	199,755	–	–	0.66%	51
2016 Q4	$4.43M	Hold	199,755	–	–	0.57%	56
2016 Q3	$5.07M	Hold	199,755	–	–	0.67%	61
2016 Q2	$5.1M	Hold	199,755	–	–	0.69%	65
2016 Q1	$4.75M	Hold	199,755	–	–	0.65%	60
2015 Q4	$4.09M	Hold	199,755	–	–	0.56%	63
2015 Q3	$4.31M	Hold	199,755	–	–	0.6%	67
2015 Q2	$4.53M	Hold	199,755	–	–	0.64%	73
2015 Q1	$4.57M	Hold	199,755	–	–	0.62%	77
2014 Q4	$4.57M	Buy	199,755 +62,500	+46%	+$1.45M	0.54%	81
2014 Q3	$3.21M	Buy	+137,255	New	+$3.41M	0.34%	88

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Quest Investment Management's IAU Position: Q1 2026 in Review

Quest Investment Management reduced its iShares Gold Trust (IAU) stake by 21% in Q1 2026, selling an estimated $5.08M and leaving 212,782 shares worth $18.8M. The position accounts for 2.19% of the portfolio, ranked #11.

Quest Investment Management first reported a position in IAU in Q3 2014 and has held it in 47 quarters since. The position peaked at $23.2M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Quest Investment Management held 212,782 shares of iShares Gold Trust worth $18.8M as of Q1 2026.
Quest Investment Management sold 55,400 iShares Gold Trust shares in Q1 2026, an estimated $5.08M.
iShares Gold Trust made up 2.19% of Quest Investment Management's portfolio in Q1 2026, its #11 holding.
Quest Investment Management first reported a position in iShares Gold Trust in Q3 2014 and has held it in 47 quarters since.
Quest Investment Management's iShares Gold Trust position peaked at $23.2M in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.