Smith & Howard Wealth Management’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 | $341K | Sell |
3,863
-479
| -11% | -$43.9K | 0.07% | 62 |
|
|
2025
Q4 | $352K | Sell |
4,342
-406
| -9% | -$31.8K | 0.08% | 58 |
|
|
2025
Q3 | $346K | Hold |
4,748
| – | – | 0.08% | 57 |
|
|
2025
Q2 | $296K | Sell |
4,748
-250
| -5% | -$15.5K | 0.08% | 60 |
|
|
2025
Q1 | $295K | Sell |
4,998
-626
| -11% | -$33.9K | 0.08% | 56 |
|
|
2024
Q4 | $278K | Sell |
5,624
-3,645
| -39% | -$183K | 0.08% | 60 |
|
|
2024
Q3 | $461K | Hold |
9,269
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $407K | Hold |
9,269
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $389K | Sell |
9,269
-477
| -5% | -$18.7K | 0.12% | 56 |
|
|
2023
Q4 | $380K | Hold |
9,746
| – | – | 0.13% | 50 |
|
|
2023
Q3 | $341K | Buy |
9,746
+1,977
| +25% | +$72.1K | 0.12% | 55 |
|
|
2023
Q2 | $283K | Hold |
7,769
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $290K | Hold |
7,769
| – | – | 0.1% | 56 |
|
|
2022
Q4 | $269K | Hold |
7,769
| – | – | 0.1% | 56 |
|
|
2022
Q3 | $245K | Buy |
7,769
+479
| +7% | +$15.7K | 0.1% | 57 |
|
|
2022
Q2 | $250K | Hold |
7,290
| – | – | 0.11% | 58 |
|
|
2022
Q1 | $268K | Hold |
7,290
| – | – | 0.11% | 55 |
|
|
2021
Q4 | $254K | Hold |
7,290
| – | – | 0.12% | 64 |
|
|
2021
Q3 | $244K | Hold |
7,290
| – | – | 0.12% | 63 |
|
|
2021
Q2 | $246K | Hold |
7,290
| – | – | 0.12% | 56 |
|
|
2021
Q1 | $237K | Hold |
7,290
| – | – | 0.12% | 55 |
|
|
2020
Q4 | $264K | Hold |
7,290
| – | – | 0.14% | 50 |
|
|
2020
Q3 | $262K | Hold |
7,290
| – | – | 0.15% | 52 |
|
|
2020
Q2 | $248K | Hold |
7,290
| – | – | 0.15% | 55 |
|
|
2020
Q1 | $220K | Hold |
7,290
| – | – | 0.14% | 57 |
|
|
2019
Q4 | $211K | Hold |
7,290
| – | – | 0.07% | 86 |
|
|
2019
Q3 | $206K | Hold |
7,290
| – | – | 0.08% | 74 |
|
|
2019
Q2 | $197K | Hold |
7,290
| – | – | 0.08% | 62 |
|
|
2019
Q1 | $181K | Hold |
7,290
| – | – | 0.09% | 60 |
|
|
2018
Q4 | $179K | Hold |
7,290
| – | – | 0.1% | 54 |
|
|
2018
Q3 | $167K | Hold |
7,290
| – | – | 0.07% | 48 |
|
|
2018
Q2 | $175K | Hold |
7,290
| – | – | 0.08% | 46 |
|
|
2018
Q1 | $186K | Hold |
7,290
| – | – | 0.08% | 45 |
|
|
2017
Q4 | $182K | Hold |
7,290
| – | – | 0.09% | 40 |
|
|
2017
Q3 | $179K | Hold |
7,290
| – | – | 0.09% | 43 |
|
|
2017
Q2 | $174K | Hold |
7,290
| – | – | 0.08% | 59 |
|
|
2017
Q1 | $175K | Hold |
7,290
| – | – | 0.08% | 56 |
|
|
2016
Q4 | $162K | Hold |
7,290
| – | – | 0.08% | 44 |
|
|
2016
Q3 | $185K | Buy |
+7,290
| New | +$188K | 0.1% | 39 |
|
Other funds holding IAU
Smith & Howard Wealth Management's IAU Position: Q1 2026 in Review
Smith & Howard Wealth Management reduced its iShares Gold Trust (IAU) stake by 11% in Q1 2026, selling an estimated $43.9K and leaving 3,863 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #62.
Smith & Howard Wealth Management first reported a position in IAU in Q3 2016 and has held it in 39 quarters since. The position peaked at $461K in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Smith & Howard Wealth Management held 3,863 shares of iShares Gold Trust worth $341K as of Q1 2026.
- Smith & Howard Wealth Management sold 479 iShares Gold Trust shares in Q1 2026, an estimated $43.9K.
- iShares Gold Trust made up 0.07% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #62 holding.
- Smith & Howard Wealth Management first reported a position in iShares Gold Trust in Q3 2016 and has held it in 39 quarters since.
- Smith & Howard Wealth Management's iShares Gold Trust position peaked at $461K in Q3 2024.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.