Sterling Investment Advisors (Missouri)’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
Q2 | $609K | Hold |
8,061
| – | – | 0.27% | 25 |
|
|
2026
Q1 | $711K | Sell |
8,061
-10
| -0.1% | -$917 | 0.34% | 24 |
|
|
2025
Q4 | $655K | Sell |
8,071
-1,918
| -19% | -$150K | 0.32% | 24 |
|
|
2025
Q3 | $727K | Buy |
9,989
+1,484
| +17% | +$96.8K | 0.36% | 24 |
|
|
2025
Q2 | $832K | Sell |
8,505
-1,527
| -15% | -$94.6K | 0.43% | 22 |
|
|
2025
Q1 | $592K | Sell |
10,032
-768
| -7% | -$41.5K | 0.33% | 22 |
|
|
2024
Q4 | $535K | Sell |
10,800
-1,488
| -12% | -$74.8K | 0.31% | 22 |
|
|
2024
Q3 | $611K | Buy |
12,288
+285
| +2% | +$13.3K | 0.34% | 22 |
|
|
2024
Q2 | $527K | Sell |
12,003
-495
| -4% | -$21.9K | 0.32% | 23 |
|
|
2024
Q1 | $525K | Sell |
12,498
-214
| -2% | -$8.39K | 0.31% | 23 |
|
|
2023
Q4 | $496K | Sell |
12,712
-282
| -2% | -$10.6K | 0.31% | 21 |
|
|
2023
Q3 | $455K | Hold |
12,994
| – | – | 0.29% | 22 |
|
|
2023
Q2 | $473K | Hold |
12,994
| – | – | 0.3% | 21 |
|
|
2023
Q1 | $486K | Sell |
12,994
-49
| -0.4% | -$1.76K | 0.31% | 20 |
|
|
2022
Q4 | $451K | Hold |
13,043
| – | – | 0.31% | 20 |
|
|
2022
Q3 | $411K | Hold |
13,043
| – | – | 0.31% | 21 |
|
|
2022
Q2 | $448K | Buy |
13,043
+5,484
| +73% | +$195K | 0.31% | 20 |
|
|
2022
Q1 | $278K | Sell |
7,559
-78
| -1% | -$2.79K | 0.16% | 23 |
|
|
2021
Q4 | $266K | Hold |
7,637
| – | – | 0.15% | 24 |
|
|
2021
Q3 | $255K | Buy |
+7,637
| New | +$260K | 0.15% | 25 |
|
|
2021
Q2 | – | Sell |
-7,638
| Closed | -$248K | – | 28 |
|
|
2021
Q1 | $248K | Buy |
7,638
+746
| +11% | +$25.5K | 0.16% | 23 |
|
|
2020
Q4 | $250K | Hold |
6,892
| – | – | 0.17% | 22 |
|
|
2020
Q3 | $248K | Buy |
6,892
+313
| +5% | +$11.4K | 0.19% | 22 |
|
|
2020
Q2 | $224K | Sell |
6,579
-128
| -2% | -$4.19K | 0.18% | 24 |
|
|
2020
Q1 | $202K | Sell |
6,707
-1,189
| -15% | -$35.9K | 0.19% | 25 |
|
|
2019
Q4 | $229K | Hold |
7,896
| – | – | 0.18% | 27 |
|
|
2019
Q3 | $223K | Sell |
7,896
-45
| -0.6% | -$1.27K | 0.18% | 27 |
|
|
2019
Q2 | $214K | Sell |
7,941
-57
| -0.7% | -$1.43K | 0.17% | 28 |
|
|
2019
Q1 | $198K | Hold |
7,998
| – | – | 0.16% | 28 |
|
|
2018
Q4 | $197K | Hold |
7,998
| – | – | 0.18% | 28 |
|
|
2018
Q3 | $183K | Hold |
7,998
| – | – | 0.15% | 28 |
|
|
2018
Q2 | $192K | Hold |
7,998
| – | – | 0.16% | 28 |
|
|
2018
Q1 | $204K | Hold |
7,998
| – | – | 0.17% | 26 |
|
|
2017
Q4 | $200K | Hold |
7,998
| – | – | 0.17% | 28 |
|
|
2017
Q3 | $197K | Hold |
7,998
| – | – | 0.17% | 28 |
|
|
2017
Q2 | $191K | Hold |
7,998
| – | – | 0.17% | 26 |
|
|
2017
Q1 | $192K | Buy |
7,998
+626
| +8% | +$14.7K | 0.18% | 25 |
|
|
2016
Q4 | $163K | Hold |
7,372
| – | – | 0.17% | 25 |
|
|
2016
Q3 | $187K | Hold |
7,372
| – | – | 0.19% | 25 |
|
|
2016
Q2 | $188K | Hold |
7,372
| – | – | 0.19% | 33 |
|
|
2016
Q1 | $175K | Buy |
7,372
+883
| +14% | +$20.2K | 0.18% | 29 |
|
|
2015
Q4 | $133K | Buy |
6,489
+30
| +0.5% | +$640 | 0.14% | 29 |
|
|
2015
Q3 | $139K | Hold |
6,459
| – | – | 0.16% | 29 |
|
|
2015
Q2 | $146K | Hold |
6,459
| – | – | 0.15% | 28 |
|
|
2015
Q1 | $148K | Hold |
6,459
| – | – | 0.15% | 28 |
|
|
2014
Q4 | $148K | Buy |
+6,459
| New | +$150K | 0.15% | 27 |
|
Other funds holding IAU
WI
Sterling Investment Advisors (Missouri)'s IAU Position: Q2 2026 in Review
Sterling Investment Advisors (Missouri) held its iShares Gold Trust (IAU) position steady in Q2 2026 at 8,061 shares worth $609K. The position accounts for 0.27% of the portfolio, ranked #25.
Sterling Investment Advisors (Missouri) first reported a position in IAU in Q4 2014 and has held it in 46 quarters since. The position peaked at $832K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Sterling Investment Advisors (Missouri) held 8,061 shares of iShares Gold Trust worth $609K as of Q2 2026.
- Sterling Investment Advisors (Missouri) left its iShares Gold Trust share count unchanged in Q2 2026.
- iShares Gold Trust made up 0.27% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #25 holding.
- Sterling Investment Advisors (Missouri) first reported a position in iShares Gold Trust in Q4 2014 and has held it in 46 quarters since.
- Sterling Investment Advisors (Missouri)'s iShares Gold Trust position peaked at $832K in Q2 2025.
- 1,277 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.