SHIM
IAU icon

Stone House Investment Management’s iShares Gold Trust IAU Stock Holding History

Stone House Investment Management’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 		$4.04M Sell
45,818
-82,308
-64% -$7.55M 0.72% 23
2025
Q4 		$10.4M Sell
128,126
-3,761
-3% -$294K 1.61% 20
2025
Q3 		$9.6M Buy
131,887
+41,789
+46% +$2.73M 1.62% 19
2025
Q2 		$5.62M Sell
90,098
-17,680
-16% -$1.1M 1.03% 23
2025
Q1 		$6.35M Buy
107,778
+79,616
+283% +$4.31M 1.29% 21
2024
Q4 		$1.39M Buy
28,162
+26,703
+1,830% +$1.34M 0.35% 27
2024
Q3 		$72.5K Sell
1,459
-23
-2% -$1.08K 0.02% 94
2024
Q2 		$65.1K Sell
1,482
-176
-11% -$7.78K 0.02% 105
2024
Q1 		$69.7K Sell
1,658
-3
-0.2% -$118 0.02% 101
2023
Q4 		$64.8K Sell
1,661
-176
-10% -$6.59K 0.02% 76
2023
Q3 		$64.3K Sell
1,837
-6,458
-78% -$236K 0.02% 73
2023
Q2 		$302K Buy
8,295
+2,769
+50% +$104K 0.11% 28
2023
Q1 		$207K Buy
+5,526
New +$198K 0.07% 37
2019
Q2 		– Sell
-3,194
Closed -$79K – 108
2019
Q1 		$79K Buy
+3,194
New +$79.8K 0.04% 69

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stone House Investment Management's IAU Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Gold Trust (IAU) stake by 64% in Q1 2026, selling an estimated $7.55M and leaving 45,818 shares worth $4.04M. The position accounts for 0.72% of the portfolio, ranked #23.

Stone House Investment Management first reported a position in IAU in Q1 2019 and has held it in 14 quarters since. The position peaked at $10.4M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Stone House Investment Management held 45,818 shares of iShares Gold Trust worth $4.04M as of Q1 2026.
  • Stone House Investment Management sold 82,308 iShares Gold Trust shares in Q1 2026, an estimated $7.55M.
  • iShares Gold Trust made up 0.72% of Stone House Investment Management's portfolio in Q1 2026, its #23 holding.
  • Stone House Investment Management first reported a position in iShares Gold Trust in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's iShares Gold Trust position peaked at $10.4M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.