Ray Dalio
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Ray Dalio’s iShares Gold Trust IAU Stock Holding History

Ray Dalio’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
2023
Q3 		– Sell
-95,444
Closed -$3.47M – 777
2023
Q2 		$3.47M Sell
95,444
-1,759,718
-95% -$66M 0.02% 377
2023
Q1 		$69.3M Sell
1,855,162
-416,891
-18% -$15M 0.42% 49
2022
Q4 		$78.6M Sell
2,272,053
-92,276
-4% -$3.03M 0.43% 47
2022
Q3 		$74.5M Sell
2,364,329
-5,185
-0.2% -$170K 0.38% 53
2022
Q2 		$81.3M Sell
2,369,514
-983,505
-29% -$35M 0.34% 58
2022
Q1 		$123M Sell
3,353,019
-286,944
-8% -$10.3M 0.5% 30
2021
Q4 		$127M Sell
3,639,963
-165,235
-4% -$5.65M 0.74% 24
2021
Q3 		$127M Sell
3,805,198
-405,989
-10% -$13.8M 0.7% 25
2021
Q2 		$142M Sell
4,211,187
-209,289
-5% -$7.23M 0.91% 22
2021
Q1 		$144M Sell
4,420,476
-3,321,977
-43% -$114M 1.27% 18
2020
Q4 		$281M Sell
7,742,453
-156,109
-2% -$5.59M 2.43% 9
2020
Q3 		$284M Hold
7,898,562
– – 3.42% 5
2020
Q2 		$268M Buy
7,898,562
+2,058,634
+35% +$67.5M 4.5% 5
2020
Q1 		$176M Hold
5,839,928
– – 3.49% 8
2019
Q4 		$169M Hold
5,839,928
– – 1.73% 15
2019
Q3 		$165M Hold
5,839,928
– – 1.45% 14
2019
Q2 		$158M Buy
5,839,928
+35,318
+0.6% +$885K 1.24% 15
2019
Q1 		$144M Buy
5,804,610
+146,717
+3% +$3.66M 0.88% 17
2018
Q4 		$139M Hold
5,657,893
– – 1.27% 14
2018
Q3 		$129M Hold
5,657,893
– – 1.34% 15
2018
Q2 		$136M Hold
5,657,893
– – 1.36% 15
2018
Q1 		$144M Hold
5,657,893
– – 1.37% 15
2017
Q4 		$142M Buy
5,657,893
+17,396
+0.3% +$427K 1.16% 16
2017
Q3 		$139M Buy
5,640,497
+4,098,912
+266% +$101M 0.93% 16
2017
Q2 		$36.8M Buy
+1,541,585
New +$37.3M 0.34% 19

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ray Dalio's IAU Position: Q3 2023 in Review

Ray Dalio sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 95,444 shares — an estimated $3.47M sold.

Ray Dalio first reported a position in IAU in Q2 2017 and held it in 25 quarters. The position peaked at $284M in Q3 2020. 1,038 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Ray Dalio reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Ray Dalio sold 95,444 iShares Gold Trust shares in Q3 2023, an estimated $3.47M.
  • Ray Dalio first reported a position in iShares Gold Trust in Q2 2017 and held it in 25 quarters.
  • Ray Dalio's iShares Gold Trust position peaked at $284M in Q3 2020.
  • 1,038 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Bridgewater Associates's 13F filing for Q3 2023, filed 13 Nov 2023.