Stephens Inc’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 | $24.1M | Sell |
273,835
-12,743
| -4% | -$1.17M | 0.3% | 73 |
|
|
2025
Q4 | $23.3M | Sell |
286,578
-17,513
| -6% | -$1.37M | 0.29% | 76 |
|
|
2025
Q3 | $22.1M | Sell |
304,091
-20,489
| -6% | -$1.34M | 0.28% | 82 |
|
|
2025
Q2 | $20.2M | Sell |
324,580
-66,177
| -17% | -$4.1M | 0.28% | 87 |
|
|
2025
Q1 | $23M | Sell |
390,757
-39,400
| -9% | -$2.13M | 0.34% | 74 |
|
|
2024
Q4 | $21.3M | Sell |
430,157
-20,348
| -5% | -$1.02M | 0.3% | 78 |
|
|
2024
Q3 | $22.4M | Sell |
450,505
-14,271
| -3% | -$668K | 0.32% | 75 |
|
|
2024
Q2 | $20.4M | Sell |
464,776
-62,447
| -12% | -$2.76M | 0.31% | 77 |
|
|
2024
Q1 | $22.1M | Sell |
527,223
-31,855
| -6% | -$1.25M | 0.34% | 67 |
|
|
2023
Q4 | $21.8M | Sell |
559,078
-35,208
| -6% | -$1.32M | 0.38% | 68 |
|
|
2023
Q3 | $20.8M | Sell |
594,286
-29,781
| -5% | -$1.09M | 0.4% | 62 |
|
|
2023
Q2 | $22.7M | Buy |
624,067
+2,199
| +0.4% | +$82.4K | 0.41% | 63 |
|
|
2023
Q1 | $23.2M | Buy |
621,868
+10,040
| +2% | +$360K | 0.45% | 56 |
|
|
2022
Q4 | $21.2M | Sell |
611,828
-31,877
| -5% | -$1.05M | 0.43% | 54 |
|
|
2022
Q3 | $20.3M | Sell |
643,705
-205,449
| -24% | -$6.73M | 0.43% | 53 |
|
|
2022
Q2 | $29.1M | Buy |
849,154
+150,962
| +22% | +$5.37M | 0.59% | 34 |
|
|
2022
Q1 | $25.7M | Sell |
698,192
-195,310
| -22% | -$6.98M | 0.42% | 52 |
|
|
2021
Q4 | $31.1M | Sell |
893,502
-8,744
| -1% | -$299K | 0.47% | 46 |
|
|
2021
Q3 | $30.1M | Sell |
902,246
-102,447
| -10% | -$3.49M | 0.47% | 44 |
|
|
2021
Q2 | $33.9M | Sell |
1,004,693
-75,914
| -7% | -$2.62M | 0.51% | 36 |
|
|
2021
Q1 | $35.1M | Sell |
1,080,607
-894,347
| -45% | -$30.6M | 0.58% | 29 |
|
|
2020
Q4 | $71.6M | Sell |
1,974,954
-529,024
| -21% | -$18.9M | 1.28% | 13 |
|
|
2020
Q3 | $90.1M | Sell |
2,503,978
-134,839
| -5% | -$4.92M | 1.77% | 8 |
|
|
2020
Q2 | $89.7M | Buy |
2,638,817
+830,150
| +46% | +$27.2M | 1.93% | 5 |
|
|
2020
Q1 | $54.5M | Buy |
1,808,667
+36,348
| +2% | +$1.1M | 1.45% | 12 |
|
|
2019
Q4 | $51.4M | Buy |
1,772,319
+5,389
| +0.3% | +$153K | 1.08% | 12 |
|
|
2019
Q3 | $49.8M | Buy |
1,766,930
+747,460
| +73% | +$21.1M | 1.1% | 11 |
|
|
2019
Q2 | $27.5M | Buy |
1,019,470
+49,405
| +5% | +$1.24M | 0.62% | 22 |
|
|
2019
Q1 | $24M | Buy |
970,065
+959,659
| +9,222% | +$24M | 0.57% | 30 |
|
|
2018
Q4 | $256K | Buy |
10,406
+4,642
| +81% | +$109K | 0.01% | 907 |
|
|
2018
Q3 | $132K | Hold |
5,764
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q2 | $139K | Hold |
5,764
| – | – | ﹤0.01% | 832 |
|
|
2018
Q1 | $147K | Buy |
5,764
+200
| +4% | +$5.11K | 0.01% | 663 |
|
|
2017
Q4 | $139K | Sell |
5,564
-245
| -4% | -$6.01K | 0.01% | 665 |
|
|
2017
Q3 | $143K | Hold |
5,809
| – | – | 0.01% | 680 |
|
|
2017
Q2 | $139K | Buy |
5,809
+442
| +8% | +$10.7K | ﹤0.01% | 811 |
|
|
2017
Q1 | $129K | Buy |
5,367
+292
| +6% | +$6.86K | ﹤0.01% | 791 |
|
|
2016
Q4 | $112K | Sell |
5,075
-10,609
| -68% | -$249K | ﹤0.01% | 743 |
|
|
2016
Q3 | $398K | Sell |
15,684
-41,390
| -73% | -$1.07M | 0.02% | 554 |
|
|
2016
Q2 | $1.46M | Buy |
57,074
+3,830
| +7% | +$93.1K | 0.07% | 299 |
|
|
2016
Q1 | $1.26M | Buy |
53,244
+45,265
| +567% | +$1.04M | 0.06% | 299 |
|
|
2015
Q4 | $163K | Sell |
7,979
-100
| -1% | -$2.13K | 0.01% | 668 |
|
|
2015
Q3 | $174K | Sell |
8,079
-198
| -2% | -$4.3K | 0.01% | 661 |
|
|
2015
Q2 | $188K | Sell |
8,277
-681
| -8% | -$15.7K | 0.01% | 718 |
|
|
2015
Q1 | $205K | Sell |
8,958
-250
| -3% | -$5.89K | 0.01% | 717 |
|
|
2014
Q4 | $211K | Sell |
9,208
-2,149
| -19% | -$50K | 0.01% | 706 |
|
|
2014
Q3 | $266K | Buy |
11,357
+22
| +0.2% | +$546 | 0.01% | 641 |
|
|
2014
Q2 | $292K | Sell |
11,335
-719
| -6% | -$18K | 0.01% | 644 |
|
|
2014
Q1 | $300K | Sell |
12,054
-445
| -4% | -$11.2K | 0.02% | 603 |
|
|
2013
Q4 | $292K | Sell |
12,499
-4,082
| -25% | -$101K | 0.01% | 654 |
|
|
2013
Q3 | $427K | Sell |
16,581
-1,696
| -9% | -$43.8K | 0.02% | 511 |
|
|
2013
Q2 | $438K | Buy |
+18,277
| New | +$503K | 0.02% | 455 |
|
Other funds holding IAU
Stephens Inc's IAU Position: Q1 2026 in Review
Stephens Inc reduced its iShares Gold Trust (IAU) stake by 4.4% in Q1 2026, selling an estimated $1.17M and leaving 273,835 shares worth $24.1M. The position accounts for 0.3% of the portfolio, ranked #73.
Stephens Inc first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.1M in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Stephens Inc held 273,835 shares of iShares Gold Trust worth $24.1M as of Q1 2026.
- Stephens Inc sold 12,743 iShares Gold Trust shares in Q1 2026, an estimated $1.17M.
- iShares Gold Trust made up 0.3% of Stephens Inc's portfolio in Q1 2026, its #73 holding.
- Stephens Inc first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
- Stephens Inc's iShares Gold Trust position peaked at $90.1M in Q3 2020.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.