Roundview Capital’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 | $3.67M | Buy |
41,666
+773
| +2% | +$70.9K | 0.23% | 100 |
|
|
2025
Q4 | $3.32M | Buy |
40,893
+3,366
| +9% | +$263K | 0.2% | 107 |
|
|
2025
Q3 | $2.73M | Buy |
37,527
+5,744
| +18% | +$375K | 0.17% | 122 |
|
|
2025
Q2 | $1.98M | Sell |
31,783
-25
| -0.1% | -$1.55K | 0.13% | 147 |
|
|
2025
Q1 | $1.88M | Buy |
31,808
+552
| +2% | +$29.9K | 0.14% | 143 |
|
|
2024
Q4 | $1.55M | Buy |
31,256
+350
| +1% | +$17.6K | 0.11% | 169 |
|
|
2024
Q3 | $1.54M | Sell |
30,906
-1,250
| -4% | -$58.5K | 0.11% | 172 |
|
|
2024
Q2 | $1.41M | Sell |
32,156
-1,620
| -5% | -$71.6K | 0.11% | 167 |
|
|
2024
Q1 | $1.42M | Sell |
33,776
-159
| -0.5% | -$6.23K | 0.12% | 168 |
|
|
2023
Q4 | $1.32M | Sell |
33,935
-222
| -0.6% | -$8.31K | 0.12% | 165 |
|
|
2023
Q3 | $1.2M | Sell |
34,157
-1,195
| -3% | -$43.6K | 0.12% | 171 |
|
|
2023
Q2 | $1.29M | Buy |
35,352
+40
| +0.1% | +$1.5K | 0.13% | 162 |
|
|
2023
Q1 | $1.32M | Sell |
35,312
-306
| -0.9% | -$11K | 0.14% | 157 |
|
|
2022
Q4 | $1.23M | Sell |
35,618
-1,405
| -4% | -$46.1K | 0.14% | 159 |
|
|
2022
Q3 | $1.17M | Sell |
37,023
-67,969
| -65% | -$2.23M | 0.15% | 147 |
|
|
2022
Q2 | $3.6M | Buy |
104,992
+48
| +0% | +$1.71K | 0.43% | 61 |
|
|
2022
Q1 | $3.87M | Hold |
104,944
| – | – | 0.4% | 65 |
|
|
2021
Q4 | $3.65M | Sell |
104,944
-495
| -0.5% | -$16.9K | 0.36% | 75 |
|
|
2021
Q3 | $3.52M | Sell |
105,439
-79,783
| -43% | -$2.72M | 0.39% | 69 |
|
|
2021
Q2 | $6.24M | Sell |
185,222
-13,342
| -7% | -$461K | 0.7% | 29 |
|
|
2021
Q1 | $6.46M | Sell |
198,564
-1,498
| -0.7% | -$51.2K | 0.81% | 25 |
|
|
2020
Q4 | $7.25M | Buy |
200,062
+977
| +0.5% | +$35K | 0.99% | 23 |
|
|
2020
Q3 | $7.16M | Buy |
199,085
+67,305
| +51% | +$2.46M | 1.12% | 23 |
|
|
2020
Q2 | $4.48M | Buy |
131,780
+554
| +0.4% | +$18.2K | 0.76% | 30 |
|
|
2020
Q1 | $3.96M | Sell |
131,226
-1,085
| -0.8% | -$32.8K | 0.84% | 28 |
|
|
2019
Q4 | $3.84M | Sell |
132,311
-227
| -0.2% | -$6.44K | 0.73% | 32 |
|
|
2019
Q3 | $3.74M | Sell |
132,538
-4
| -0% | -$113 | 0.81% | 28 |
|
|
2019
Q2 | $3.58M | Sell |
132,542
-350
| -0.3% | -$8.77K | 0.81% | 28 |
|
|
2019
Q1 | $3.29M | Sell |
132,892
-2,335
| -2% | -$58.3K | 0.78% | 35 |
|
|
2018
Q4 | $3.32M | Buy |
135,227
+221
| +0.2% | +$5.2K | 0.93% | 25 |
|
|
2018
Q3 | $3.09M | Sell |
135,006
-1,440
| -1% | -$33.5K | 0.76% | 31 |
|
|
2018
Q2 | $3.28M | Buy |
136,446
+8,144
| +6% | +$204K | 0.86% | 30 |
|
|
2018
Q1 | $3.27M | Buy |
128,302
+22,538
| +21% | +$575K | 0.92% | 26 |
|
|
2017
Q4 | $2.65M | Sell |
105,764
-1,852
| -2% | -$45.4K | 0.68% | 38 |
|
|
2017
Q3 | $2.65M | Sell |
107,616
-1,324
| -1% | -$32.6K | 0.76% | 34 |
|
|
2017
Q2 | $2.6M | Buy |
108,940
+22
| +0% | +$532 | 0.76% | 37 |
|
|
2017
Q1 | $2.62M | Buy |
108,918
+53,153
| +95% | +$1.25M | 0.81% | 33 |
|
|
2016
Q4 | $1.24M | Buy |
55,765
+29,335
| +111% | +$688K | 0.4% | 79 |
|
|
2016
Q3 | $671K | Buy |
26,430
+137
| +0.5% | +$3.53K | 0.24% | 112 |
|
|
2016
Q2 | $671K | Buy |
26,293
+16,043
| +157% | +$390K | 0.25% | 108 |
|
|
2016
Q1 | $244K | Hold |
10,250
| – | – | 0.09% | 164 |
|
|
2015
Q4 | $210K | Hold |
10,250
| – | – | 0.08% | 152 |
|
|
2015
Q3 | $221K | Hold |
10,250
| – | – | 0.09% | 150 |
|
|
2015
Q2 | $232K | Hold |
10,250
| – | – | 0.09% | 140 |
|
|
2015
Q1 | $235K | Buy |
10,250
+3,050
| +42% | +$71.9K | 0.09% | 139 |
|
|
2014
Q4 | $165K | Hold |
7,200
| – | – | 0.07% | 144 |
|
|
2014
Q3 | $168K | Hold |
7,200
| – | – | 0.08% | 123 |
|
|
2014
Q2 | $185K | Buy |
+7,200
| New | +$180K | 0.07% | 145 |
|
|
2013
Q4 | – | Sell |
-22,260
| Closed | -$574K | – | 133 |
|
|
2013
Q3 | $574K | Hold |
22,260
| – | – | 0.3% | 90 |
|
|
2013
Q2 | $534K | Buy |
+22,260
| New | +$613K | 0.34% | 82 |
|
Other funds holding IAU
Roundview Capital's IAU Position: Q1 2026 in Review
Roundview Capital increased its iShares Gold Trust (IAU) stake by 1.9% in Q1 2026, buying an estimated $70.9K and bringing the position to 41,666 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #100.
Roundview Capital first reported a position in IAU in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.25M in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Roundview Capital held 41,666 shares of iShares Gold Trust worth $3.67M as of Q1 2026.
- Roundview Capital bought 773 iShares Gold Trust shares in Q1 2026, an estimated $70.9K.
- iShares Gold Trust made up 0.23% of Roundview Capital's portfolio in Q1 2026, its #100 holding.
- Roundview Capital first reported a position in iShares Gold Trust in Q2 2013 and has held it in 50 quarters since.
- Roundview Capital's iShares Gold Trust position peaked at $7.25M in Q4 2020.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.