Stratos Wealth Partners’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 | $49.9M | Buy |
565,578
+183,591
| +48% | +$16.8M | 0.57% | 29 |
|
|
2025
Q4 | $31M | Sell |
381,987
-17,954
| -4% | -$1.4M | 0.35% | 51 |
|
|
2025
Q3 | $29.1M | Buy |
399,941
+191,780
| +92% | +$12.5M | 0.34% | 56 |
|
|
2025
Q2 | $13M | Buy |
208,161
+25,511
| +14% | +$1.58M | 0.18% | 119 |
|
|
2025
Q1 | $10.8M | Buy |
182,650
+37,102
| +25% | +$2.01M | 0.16% | 127 |
|
|
2024
Q4 | $7.21M | Sell |
145,548
-13,009
| -8% | -$654K | 0.1% | 205 |
|
|
2024
Q3 | $7.88M | Buy |
158,557
+7,260
| +5% | +$340K | 0.11% | 187 |
|
|
2024
Q2 | $6.65M | Sell |
151,297
-7,643
| -5% | -$338K | 0.11% | 195 |
|
|
2024
Q1 | $6.68M | Sell |
158,940
-36,939
| -19% | -$1.45M | 0.11% | 195 |
|
|
2023
Q4 | $7.65M | Sell |
195,879
-24,747
| -11% | -$926K | 0.14% | 155 |
|
|
2023
Q3 | $7.72M | Sell |
220,626
-23,041
| -9% | -$841K | 0.17% | 134 |
|
|
2023
Q2 | $8.87M | Buy |
243,667
+113,852
| +88% | +$4.27M | 0.2% | 110 |
|
|
2023
Q1 | $4.85M | Sell |
129,815
-134,307
| -51% | -$4.82M | 0.13% | 164 |
|
|
2022
Q4 | $9.14M | Sell |
264,122
-7,373
| -3% | -$242K | 0.23% | 94 |
|
|
2022
Q3 | $8.56M | Sell |
271,495
-841,438
| -76% | -$27.6M | 0.24% | 87 |
|
|
2022
Q2 | $38.2M | Buy |
1,112,933
+28,583
| +3% | +$1.02M | 0.96% | 15 |
|
|
2022
Q1 | $39.9M | Buy |
1,084,350
+768,433
| +243% | +$27.5M | 0.89% | 15 |
|
|
2021
Q4 | $11M | Buy |
315,917
+56,341
| +22% | +$1.93M | 0.24% | 86 |
|
|
2021
Q3 | $8.67M | Sell |
259,576
-1,507
| -0.6% | -$51.3K | 0.22% | 97 |
|
|
2021
Q2 | $8.8M | Buy |
261,083
+12,703
| +5% | +$439K | 0.22% | 95 |
|
|
2021
Q1 | $8.08M | Buy |
248,380
+11,655
| +5% | +$398K | 0.22% | 97 |
|
|
2020
Q4 | $8.58M | Sell |
236,725
-13,614
| -5% | -$487K | 0.25% | 87 |
|
|
2020
Q3 | $9.01M | Buy |
250,339
+10,005
| +4% | +$365K | 0.3% | 76 |
|
|
2020
Q2 | $8.17M | Buy |
240,334
+125,296
| +109% | +$4.11M | 0.29% | 75 |
|
|
2020
Q1 | $3.47M | Buy |
115,038
+22,693
| +25% | +$686K | 0.16% | 132 |
|
|
2019
Q4 | $2.68M | Buy |
92,345
+19,023
| +26% | +$540K | 0.11% | 205 |
|
|
2019
Q3 | $2.07M | Buy |
73,322
+24,299
| +50% | +$685K | 0.09% | 234 |
|
|
2019
Q2 | $1.32M | Buy |
49,023
+18,210
| +59% | +$456K | 0.06% | 292 |
|
|
2019
Q1 | $763K | Sell |
30,813
-9,439
| -23% | -$236K | 0.03% | 435 |
|
|
2018
Q4 | $989K | Sell |
40,252
-6,072
| -13% | -$143K | 0.05% | 332 |
|
|
2018
Q3 | $1.06M | Sell |
46,324
-11,759
| -20% | -$273K | 0.05% | 323 |
|
|
2018
Q2 | $1.4M | Buy |
58,083
+1,050
| +2% | +$26.3K | 0.06% | 295 |
|
|
2018
Q1 | $1.45M | Buy |
57,033
+1,677
| +3% | +$42.8K | 0.06% | 292 |
|
|
2017
Q4 | $1.39M | Sell |
55,356
-1,215
| -2% | -$29.8K | 0.06% | 289 |
|
|
2017
Q3 | $1.39M | Buy |
56,571
+25,388
| +81% | +$624K | 0.07% | 281 |
|
|
2017
Q2 | $745K | Buy |
31,183
+2,070
| +7% | +$50.1K | 0.04% | 351 |
|
|
2017
Q1 | $699K | Buy |
29,113
+12,119
| +71% | +$285K | 0.04% | 345 |
|
|
2016
Q4 | $377K | Sell |
16,994
-4,296
| -20% | -$101K | 0.02% | 456 |
|
|
2016
Q3 | $540K | Buy |
21,290
+7,035
| +49% | +$181K | 0.04% | 343 |
|
|
2016
Q2 | $364K | Buy |
14,255
+933
| +7% | +$22.7K | 0.03% | 400 |
|
|
2016
Q1 | $317K | Buy |
13,322
+185
| +1% | +$4.23K | 0.03% | 400 |
|
|
2015
Q4 | $269K | Buy |
13,137
+580
| +5% | +$12.4K | 0.02% | 447 |
|
|
2015
Q3 | $270K | Buy |
12,557
+853
| +7% | +$18.5K | 0.03% | 403 |
|
|
2015
Q2 | $265K | Sell |
11,704
-24,938
| -68% | -$575K | 0.03% | 400 |
|
|
2015
Q1 | $843K | Buy |
36,642
+22,433
| +158% | +$529K | 0.1% | 191 |
|
|
2014
Q4 | $325K | Sell |
14,209
-1,933
| -12% | -$44.9K | 0.06% | 333 |
|
|
2014
Q3 | $378K | Sell |
16,142
-725
| -4% | -$18K | 0.09% | 192 |
|
|
2014
Q2 | $438K | Buy |
+16,867
| New | +$422K | 0.15% | 169 |
|
Other funds holding IAU
Stratos Wealth Partners's IAU Position: Q1 2026 in Review
Stratos Wealth Partners increased its iShares Gold Trust (IAU) stake by 48% in Q1 2026, buying an estimated $16.8M and bringing the position to 565,578 shares worth $49.9M. The position accounts for 0.57% of the portfolio, ranked #29.
Stratos Wealth Partners first reported a position in IAU in Q2 2014 and has held it in 48 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Stratos Wealth Partners held 565,578 shares of iShares Gold Trust worth $49.9M as of Q1 2026.
- Stratos Wealth Partners bought 183,591 iShares Gold Trust shares in Q1 2026, an estimated $16.8M.
- iShares Gold Trust made up 0.57% of Stratos Wealth Partners's portfolio in Q1 2026, its #29 holding.
- Stratos Wealth Partners first reported a position in iShares Gold Trust in Q2 2014 and has held it in 48 quarters since.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.