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S.A. Mason’s iShares Gold Trust IAU Stock Holding History

S.A. Mason’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 		$1.53M Sell
17,372
-40
-0.2% -$3.67K 0.57% 46
2025
Q4 		$1.41M Hold
17,412
– – 0.56% 49
2025
Q3 		$1.27M Buy
17,412
+1
+0% +$65 0.56% 46
2025
Q2 		$1.09M Sell
17,411
-9,975
-36% -$618K 0.53% 52
2025
Q1 		$1.61M Buy
27,386
+352
+1% +$19K 0.85% 27
2024
Q4 		$1.34M Buy
27,034
+105
+0.4% +$5.28K 0.7% 34
2024
Q3 		$1.34M Hold
26,929
– – 0.71% 35
2024
Q2 		$1.18M Sell
26,929
-245
-0.9% -$10.8K 0.67% 38
2024
Q1 		$1.14M Buy
27,174
+192
+0.7% +$7.53K 0.69% 40
2023
Q4 		$1.05M Hold
26,982
– – 0.71% 36
2023
Q3 		$944K Sell
26,982
-872
-3% -$31.8K 0.68% 38
2023
Q2 		$1.04M Hold
27,854
– – 0.76% 35
2023
Q1 		$1.04M Sell
27,854
-500
-2% -$17.9K 0.76% 35
2022
Q4 		$981K Hold
28,354
– – 0.74% 37
2022
Q3 		$894K Buy
28,354
+60
+0.2% +$1.97K 0.71% 37
2022
Q2 		$971K Buy
28,294
+105
+0.4% +$3.73K 0.71% 35
2022
Q1 		$1.04M Sell
28,189
-112
-0.4% -$4K 0.65% 39
2021
Q4 		$985K Buy
28,301
+1,853
+7% +$63.3K 0.59% 44
2021
Q3 		$884K Buy
26,448
+1,805
+7% +$61.5K 0.58% 47
2021
Q2 		$831K Buy
24,643
+4,207
+21% +$145K 0.57% 45
2021
Q1 		$665K Buy
20,436
+6,580
+47% +$225K 0.5% 60
2020
Q4 		$502K Buy
13,856
+3,488
+34% +$125K 0.42% 69
2020
Q3 		$373K Buy
10,368
+5,201
+101% +$190K 0.35% 77
2020
Q2 		$176K Buy
5,167
+1,395
+37% +$45.7K 0.19% 131
2020
Q1 		$114K Hold
3,772
– – 0.14% 149
2019
Q4 		$109K Buy
+3,772
New +$107K 0.1% 174

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

S.A. Mason's IAU Position: Q1 2026 in Review

S.A. Mason reduced its iShares Gold Trust (IAU) stake by 0.23% in Q1 2026, selling an estimated $3.67K and leaving 17,372 shares worth $1.53M. The position accounts for 0.57% of the portfolio, ranked #46.

S.A. Mason first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.61M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • S.A. Mason held 17,372 shares of iShares Gold Trust worth $1.53M as of Q1 2026.
  • S.A. Mason sold 40 iShares Gold Trust shares in Q1 2026, an estimated $3.67K.
  • iShares Gold Trust made up 0.57% of S.A. Mason's portfolio in Q1 2026, its #46 holding.
  • S.A. Mason first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's iShares Gold Trust position peaked at $1.61M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.