Robinson Value Management
IAU icon

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
Q3 		$4.17M Buy
53,398
+3,235
+6% +$259K 2.28% 13
2026
Q2 		$3.79M Sell
50,163
-755
-1% -$64.1K 2.03% 17
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% -$9.8K 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

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Robinson Value Management's IAU Position: Q3 2026 in Review

Robinson Value Management increased its iShares Gold Trust (IAU) stake by 6.4% in Q3 2026, buying an estimated $259K and bringing the position to 53,398 shares worth $4.17M. The position accounts for 2.28% of the portfolio, ranked #13.

Robinson Value Management first reported a position in IAU in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.86M in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Robinson Value Management held 53,398 shares of iShares Gold Trust worth $4.17M as of Q3 2026.
  • Robinson Value Management bought 3,235 iShares Gold Trust shares in Q3 2026, an estimated $259K.
  • iShares Gold Trust made up 2.28% of Robinson Value Management's portfolio in Q3 2026, its #13 holding.
  • Robinson Value Management first reported a position in iShares Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • Robinson Value Management's iShares Gold Trust position peaked at $4.86M in Q4 2025.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Robinson Value Management's 13F filing for Q3 2026, filed 20 Oct 2026.