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Robinson Value Management’s iShares Gold Trust IAU Stock Holding History

Robinson Value 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 		$4.49M Sell
50,918
-8,924
-15% -$819K 2.5% 12
2025
Q4 		$4.86M Sell
59,842
-786
-1% -$61.5K 2.63% 9
2025
Q3 		$4.41M Buy
60,628
+1,211
+2% +$79K 2.56% 9
2025
Q2 		$3.71M Sell
59,417
-9,618
-14% -$596K 2.33% 14
2025
Q1 		$4.07M Sell
69,035
-7,051
-9% -$381K 2.63% 10
2024
Q4 		$3.77M Sell
76,086
-2,365
-3% -$119K 2.49% 12
2024
Q3 		$3.9M Buy
78,451
+2,451
+3% +$115K 2.53% 14
2024
Q2 		$3.34M Sell
76,000
-293
-0.4% -$12.9K 2.33% 13
2024
Q1 		$3.21M Sell
76,293
-608
-0.8% -$23.8K 2.15% 18
2023
Q4 		$3M Sell
76,901
-263
-0.3% -$9.84K 1.97% 21
2023
Q3 		$2.7M Buy
77,164
+3,480
+5% +$127K 2.01% 20
2023
Q2 		$2.68M Buy
73,684
+4,444
+6% +$167K 1.94% 23
2023
Q1 		$2.59M Buy
69,240
+1,258
+2% +$45.1K 1.99% 20
2022
Q4 		$2.35M Buy
67,982
+3,820
+6% +$125K 2.02% 21
2022
Q3 		$2.02M Buy
64,162
+324
+0.5% +$10.6K 2.02% 20
2022
Q2 		$2.19M Sell
63,838
-153
-0.2% -$5.44K 2.03% 18
2022
Q1 		$2.36M Buy
63,991
+47,728
+293% +$1.71M 1.83% 23
2021
Q4 		$566K Buy
16,263
+1,952
+14% +$66.7K 0.47% 51
2021
Q3 		$478K Buy
+14,311
New +$488K 0.43% 52

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Robinson Value Management's IAU Position: Q1 2026 in Review

Robinson Value Management reduced its iShares Gold Trust (IAU) stake by 15% in Q1 2026, selling an estimated $819K and leaving 50,918 shares worth $4.49M. The position accounts for 2.5% of the portfolio, ranked #12.

Robinson Value Management first reported a position in IAU in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Robinson Value Management held 50,918 shares of iShares Gold Trust worth $4.49M as of Q1 2026.
  • Robinson Value Management sold 8,924 iShares Gold Trust shares in Q1 2026, an estimated $819K.
  • iShares Gold Trust made up 2.5% of Robinson Value Management's portfolio in Q1 2026, its #12 holding.
  • Robinson Value Management first reported a position in iShares Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • Robinson Value Management's iShares Gold Trust position peaked at $4.86M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.