Stifel Financial’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 | $196M | Sell |
2,225,073
-207,215
| -9% | -$19M | 0.18% | 137 |
|
|
2025
Q4 | $197M | Buy |
2,432,288
+19,538
| +0.8% | +$1.53M | 0.18% | 141 |
|
|
2025
Q3 | $176M | Buy |
2,412,750
+58,602
| +2% | +$3.82M | 0.16% | 148 |
|
|
2025
Q2 | $147M | Buy |
2,354,148
+3,109
| +0.1% | +$193K | 0.14% | 156 |
|
|
2025
Q1 | $139M | Buy |
2,351,039
+294,384
| +14% | +$15.9M | 0.15% | 155 |
|
|
2024
Q4 | $102M | Buy |
2,056,655
+350,559
| +21% | +$17.6M | 0.11% | 200 |
|
|
2024
Q3 | $84.8M | Buy |
1,706,096
+59,179
| +4% | +$2.77M | 0.09% | 227 |
|
|
2024
Q2 | $72.3M | Buy |
1,646,917
+60,079
| +4% | +$2.65M | 0.08% | 238 |
|
|
2024
Q1 | $66.7M | Sell |
1,586,838
-98,581
| -6% | -$3.86M | 0.08% | 248 |
|
|
2023
Q4 | $65.8M | Buy |
1,685,419
+73,860
| +5% | +$2.76M | 0.08% | 236 |
|
|
2023
Q3 | $56.4M | Sell |
1,611,559
-40,909
| -2% | -$1.49M | 0.08% | 245 |
|
|
2023
Q2 | $60.1M | Buy |
1,652,468
+12,719
| +0.8% | +$477K | 0.08% | 238 |
|
|
2023
Q1 | $61.3M | Sell |
1,639,749
-356,931
| -18% | -$12.8M | 0.09% | 229 |
|
|
2022
Q4 | $69.1M | Sell |
1,996,680
-751,274
| -27% | -$24.7M | 0.1% | 206 |
|
|
2022
Q3 | $86.6M | Sell |
2,747,954
-508,702
| -16% | -$16.7M | 0.14% | 163 |
|
|
2022
Q2 | $112M | Buy |
3,256,656
+79,746
| +3% | +$2.84M | 0.17% | 133 |
|
|
2022
Q1 | $117M | Sell |
3,176,910
-456,167
| -13% | -$16.3M | 0.16% | 150 |
|
|
2021
Q4 | $126M | Buy |
3,633,077
+98,320
| +3% | +$3.36M | 0.17% | 138 |
|
|
2021
Q3 | $118M | Buy |
3,534,757
+106,055
| +3% | +$3.61M | 0.17% | 129 |
|
|
2021
Q2 | $116M | Buy |
3,428,702
+231,386
| +7% | +$8M | 0.17% | 132 |
|
|
2021
Q1 | $104M | Sell |
3,197,316
-74,739
| -2% | -$2.55M | 0.17% | 134 |
|
|
2020
Q4 | $119M | Buy |
3,272,055
+385,082
| +13% | +$13.8M | 0.21% | 107 |
|
|
2020
Q3 | $104M | Buy |
2,886,973
+283,030
| +11% | +$10.3M | 0.21% | 111 |
|
|
2020
Q2 | $88.5M | Buy |
2,603,943
+284,963
| +12% | +$9.34M | 0.2% | 120 |
|
|
2020
Q1 | $69.9M | Sell |
2,318,980
-180,181
| -7% | -$5.45M | 0.19% | 127 |
|
|
2019
Q4 | $72.5M | Buy |
2,499,161
+1,437,318
| +135% | +$40.8M | 0.15% | 161 |
|
|
2019
Q3 | $30M | Sell |
1,061,843
-86,909
| -8% | -$2.45M | 0.08% | 252 |
|
|
2019
Q2 | $31.1M | Buy |
1,148,752
+57,082
| +5% | +$1.43M | 0.08% | 241 |
|
|
2019
Q1 | $27.2M | Sell |
1,091,670
-36,606
| -3% | -$914K | 0.08% | 250 |
|
|
2018
Q4 | $27.8M | Sell |
1,128,276
-855
| -0.1% | -$20.1K | 0.09% | 225 |
|
|
2018
Q3 | $25.9M | Buy |
1,129,131
+26,855
| +2% | +$624K | 0.07% | 261 |
|
|
2018
Q2 | $26.7M | Buy |
1,102,276
+854,370
| +345% | +$21.4M | 0.08% | 240 |
|
|
2018
Q1 | $6.31M | Sell |
247,906
-104,484
| -30% | -$2.67M | 0.02% | 690 |
|
|
2017
Q4 | $8.83M | Sell |
352,390
-28,727
| -8% | -$705K | 0.03% | 572 |
|
|
2017
Q3 | $9.38M | Buy |
381,117
+37,873
| +11% | +$932K | 0.03% | 530 |
|
|
2017
Q2 | $8.2M | Buy |
343,244
+39,444
| +13% | +$955K | 0.03% | 551 |
|
|
2017
Q1 | $7.3M | Sell |
303,800
-12,443
| -4% | -$292K | 0.03% | 563 |
|
|
2016
Q4 | $7M | Sell |
316,243
-31,483
| -9% | -$738K | 0.03% | 538 |
|
|
2016
Q3 | $8.83M | Buy |
347,726
+4,963
| +1% | +$128K | 0.04% | 422 |
|
|
2016
Q2 | $8.75M | Buy |
342,763
+27,849
| +9% | +$677K | 0.04% | 407 |
|
|
2016
Q1 | $7.48M | Buy |
314,914
+243,401
| +340% | +$5.57M | 0.04% | 398 |
|
|
2015
Q4 | $1.46M | Sell |
71,513
-57,540
| -45% | -$1.23M | 0.01% | 1113 |
|
|
2015
Q3 | $2.78M | Buy |
129,053
+31,736
| +33% | +$690K | 0.02% | 774 |
|
|
2015
Q2 | $2.2M | Sell |
97,317
-233,760
| -71% | -$5.39M | 0.01% | 942 |
|
|
2015
Q1 | $7.58M | Buy |
331,077
+28,122
| +9% | +$663K | 0.04% | 480 |
|
|
2014
Q4 | $6.93M | Sell |
302,955
-142,873
| -32% | -$3.32M | 0.04% | 500 |
|
|
2014
Q3 | $10.4M | Sell |
445,828
-31,097
| -7% | -$772K | 0.09% | 267 |
|
|
2014
Q2 | $12.3M | Sell |
476,925
-13,842
| -3% | -$346K | 0.11% | 247 |
|
|
2014
Q1 | $12.2M | Buy |
+490,767
| New | +$12.3M | 0.12% | 233 |
|
Other funds holding IAU
Stifel Financial's IAU Position: Q1 2026 in Review
Stifel Financial reduced its iShares Gold Trust (IAU) stake by 8.5% in Q1 2026, selling an estimated $19M and leaving 2,225,073 shares worth $196M. The position accounts for 0.18% of the portfolio, ranked #137.
Stifel Financial first reported a position in IAU in Q1 2014 and has held it in 49 quarters since. The position peaked at $197M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Stifel Financial held 2,225,073 shares of iShares Gold Trust worth $196M as of Q1 2026.
- Stifel Financial sold 207,215 iShares Gold Trust shares in Q1 2026, an estimated $19M.
- iShares Gold Trust made up 0.18% of Stifel Financial's portfolio in Q1 2026, its #137 holding.
- Stifel Financial first reported a position in iShares Gold Trust in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's iShares Gold Trust position peaked at $197M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.