Roble Belko & Company’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 | $132K | Hold |
1,493
| – | – | 0.02% | 159 |
|
|
2025
Q4 | $121K | Hold |
1,493
| – | – | 0.02% | 158 |
|
|
2025
Q3 | $109K | Buy |
1,493
+353
| +31% | +$23K | 0.01% | 137 |
|
|
2025
Q2 | $71K | Buy |
1,140
+411
| +56% | +$25.5K | 0.01% | 157 |
|
|
2025
Q1 | $43K | Hold |
729
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $36K | Hold |
729
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $36K | Hold |
729
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $32K | Hold |
729
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $31K | Hold |
729
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $28K | Hold |
729
| – | – | 0.01% | 182 |
|
|
2023
Q3 | $26K | Hold |
729
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $27K | Hold |
729
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $27K | Hold |
729
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $25K | Hold |
729
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $23K | Hold |
729
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $25K | Sell |
729
-143
| -16% | -$5.09K | 0.01% | 182 |
|
|
2022
Q1 | $32K | Buy |
872
+143
| +20% | +$5.11K | 0.01% | 186 |
|
|
2021
Q4 | $25K | Hold |
729
| – | – | ﹤0.01% | 196 |
|
|
2021
Q3 | $24K | Hold |
729
| – | – | ﹤0.01% | 190 |
|
|
2021
Q2 | $25K | Sell |
729
-1
| -0.1% | -$35 | 0.01% | 196 |
|
|
2021
Q1 | $24K | Hold |
730
| – | – | 0.01% | 191 |
|
|
2020
Q4 | $26K | Hold |
730
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $26K | Buy |
730
+461
| +171% | +$16.8K | 0.01% | 170 |
|
|
2020
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $8K | Buy |
269
+134
| +99% | +$4.05K | ﹤0.01% | 258 |
|
|
2019
Q4 | $4K | Hold |
135
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 297 |
|
|
2019
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 298 |
|
|
2019
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 278 |
|
|
2018
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 270 |
|
|
2018
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 293 |
|
|
2017
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 282 |
|
|
2017
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 246 |
|
|
2017
Q2 | $3K | Buy |
+135
| New | +$3.27K | ﹤0.01% | 248 |
|
Other funds holding IAU
Roble Belko & Company's IAU Position: Q1 2026 in Review
Roble Belko & Company held its iShares Gold Trust (IAU) position steady in Q1 2026 at 1,493 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #159.
Roble Belko & Company first reported a position in IAU in Q2 2017 and has held it in 36 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Roble Belko & Company held 1,493 shares of iShares Gold Trust worth $132K as of Q1 2026.
- Roble Belko & Company left its iShares Gold Trust share count unchanged in Q1 2026.
- iShares Gold Trust made up 0.02% of Roble Belko & Company's portfolio in Q1 2026, its #159 holding.
- Roble Belko & Company first reported a position in iShares Gold Trust in Q2 2017 and has held it in 36 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.