STALEY CAPITAL ADVISERS’s iShares Gold Trust IAU Stock Holding History

STALEY CAPITAL ADVISERS’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	$827K	Sell	9,376 -100	-1%	-$9.17K	0.04%	114
2025 Q4	$769K	Sell	9,476 -2	-0%	-$156	0.03%	124
2025 Q3	$690K	Sell	9,478 -100	-1%	-$6.52K	0.03%	127
2025 Q2	$597K	Sell	9,578 -70	-0.7%	-$4.34K	0.03%	131
2025 Q1	$569K	Hold	9,648	–	–	0.03%	133
2024 Q4	$478K	Sell	9,648 -80	-0.8%	-$4.02K	0.02%	136
2024 Q3	$483K	Hold	9,728	–	–	0.02%	135
2024 Q2	$427K	Hold	9,728	–	–	0.02%	136
2024 Q1	$409K	Hold	9,728	–	–	0.02%	140
2023 Q4	$380K	Buy	9,728 +1,845	+23%	+$69K	0.02%	141
2023 Q3	$276K	Sell	7,883 -14	-0.2%	-$511	0.02%	153
2023 Q2	$287K	Hold	7,897	–	–	0.02%	155
2023 Q1	$295K	Hold	7,897	–	–	0.02%	152
2022 Q4	$273K	Hold	7,897	–	–	0.02%	143
2022 Q3	$249K	Buy	7,897 +14	+0.2%	+$459	0.02%	147
2022 Q2	$270K	Hold	7,883	–	–	0.02%	147
2022 Q1	$290K	Hold	7,883	–	–	0.01%	150
2021 Q4	$274K	Hold	7,883	–	–	0.01%	157
2021 Q3	$263K	Hold	7,883	–	–	0.01%	158
2021 Q2	$266K	Sell	7,883 -1	-0%	-$35	0.01%	156
2021 Q1	$256K	Hold	7,884	–	–	0.01%	164
2020 Q4	$286K	Hold	7,884	–	–	0.02%	147
2020 Q3	$284K	Hold	7,884	–	–	0.02%	134
2020 Q2	$268K	Hold	7,884	–	–	0.02%	134
2020 Q1	$238K	Sell	7,884 -8,101	-51%	-$245K	0.02%	127
2019 Q4	$464K	Hold	15,985	–	–	0.03%	118
2019 Q3	$451K	Hold	15,985	–	–	0.03%	115
2019 Q2	$432K	Hold	15,985	–	–	0.03%	118
2019 Q1	$396K	Buy	15,985 +101	+0.6%	+$2.52K	0.03%	118
2018 Q4	$390K	Hold	15,884	–	–	0.03%	117
2018 Q3	$363K	Hold	15,884	–	–	0.03%	121
2018 Q2	$382K	Hold	15,884	–	–	0.03%	121
2018 Q1	$404K	Hold	15,884	–	–	0.03%	107
2017 Q4	$397K	Hold	15,884	–	–	0.03%	114
2017 Q3	$391K	Hold	15,884	–	–	0.03%	115
2017 Q2	$379K	Hold	15,884	–	–	0.03%	116
2017 Q1	$382K	Hold	15,884	–	–	0.03%	98
2016 Q4	$352K	Buy	15,884 +367	+2%	+$8.61K	0.03%	96
2016 Q3	$394K	Buy	15,517 +517	+3%	+$13.3K	0.04%	87
2016 Q2	$383K	Hold	15,000	–	–	0.04%	86
2016 Q1	$356K	Sell	15,000 -11,940	-44%	-$273K	0.04%	87
2015 Q4	$551K	Hold	26,940	–	–	0.06%	72
2015 Q3	$581K	Hold	26,940	–	–	0.07%	74
2015 Q2	$611K	Hold	26,940	–	–	0.07%	74
2015 Q1	$617K	Hold	26,940	–	–	0.07%	74
2014 Q4	$616K	Sell	26,940 -350	-1%	-$8.14K	0.07%	71
2014 Q3	$639K	Hold	27,290	–	–	0.08%	74
2014 Q2	$703K	Sell	27,290 -63	-0.2%	-$1.57K	0.08%	72
2014 Q1	$681K	Hold	27,353	–	–	0.09%	70
2013 Q4	$639K	Hold	27,353	–	–	0.09%	68
2013 Q3	$705K	Buy	27,353 +350	+1%	+$9.04K	0.11%	66
2013 Q2	$648K	Buy	+27,003	New	+$743K	0.1%	67

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

STALEY CAPITAL ADVISERS's IAU Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its iShares Gold Trust (IAU) stake by 1.1% in Q1 2026, selling an estimated $9.17K and leaving 9,376 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #114.

STALEY CAPITAL ADVISERS first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

STALEY CAPITAL ADVISERS held 9,376 shares of iShares Gold Trust worth $827K as of Q1 2026.
STALEY CAPITAL ADVISERS sold 100 iShares Gold Trust shares in Q1 2026, an estimated $9.17K.
iShares Gold Trust made up 0.04% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #114 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.