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Tradewinds Capital Management’s iShares Gold Trust IAU Stock Holding History

Tradewinds Capital 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 		$25.7K Sell
291
-22
-7% -$2.02K 0.01% 287
2025
Q4 		$25.4K Buy
313
+9
+3% +$704 0.01% 286
2025
Q3 		$22.1K Sell
304
-17
-5% -$1.11K 0.01% 291
2025
Q2 		$20K Hold
321
– – 0.01% 279
2025
Q1 		$18.9K Sell
321
-22,065
-99% -$1.19M 0.01% 294
2024
Q4 		$1.11M Sell
22,386
-337,857
-94% -$17M 0.29% 38
2024
Q3 		$17.9M Sell
360,243
-253,587
-41% -$11.9M 4.79% 9
2024
Q2 		$27M Buy
613,830
+613,650
+340,917% +$27.1M 7.95% 4
2024
Q1 		$7.56K Sell
180
-421
-70% -$16.5K ﹤0.01% 335
2023
Q4 		$23.5K Hold
601
– – 0.01% 181
2023
Q3 		$21K Sell
601
-255,692
-100% -$9.33M 0.01% 180
2023
Q2 		$9.33M Buy
256,293
+255,709
+43,786% +$9.59M 2.91% 13
2023
Q1 		$21.8K Sell
584
-2
-0.3% -$72 0.01% 175
2022
Q4 		$20.3K Sell
586
-1
-0.2% -$33 0.01% 160
2022
Q3 		$19K Sell
587
-802,541
-100% -$26.3M 0.01% 157
2022
Q2 		$27.6M Buy
803,128
+802,965
+492,617% +$28.6M 10.3% 2
2022
Q1 		$6K Hold
163
– – ﹤0.01% 538
2021
Q4 		$6K Sell
163
-595
-78% -$20.3K ﹤0.01% 558
2021
Q3 		$25K Sell
758
-993
-57% -$33.8K ﹤0.01% 340
2021
Q2 		$59K Sell
1,751
-3
-0.2% -$104 0.01% 218
2021
Q1 		$57K Sell
1,754
-147,838
-99% -$5.05M 0.01% 214
2020
Q4 		$5.42M Sell
149,592
-294,534
-66% -$10.5M 1.17% 20
2020
Q3 		$16M Buy
444,126
+443,673
+97,941% +$16.2M 3.83% 12
2020
Q2 		$15K Sell
453
-70,125
-99% -$2.3M ﹤0.01% 326
2020
Q1 		$2.13M Buy
+70,578
New +$2.13M 0.67% 23
2018
Q1 		– Sell
-80
Closed -$2K – 677
2017
Q4 		$2K Buy
+80
New +$1.96K ﹤0.01% 595
2016
Q2 		– Sell
-801
Closed -$26K – 646
2016
Q1 		$26K Buy
+801
New +$18.3K 0.02% 300

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

Tradewinds Capital Management's IAU Position: Q1 2026 in Review

Tradewinds Capital Management reduced its iShares Gold Trust (IAU) stake by 7% in Q1 2026, selling an estimated $2.02K and leaving 291 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #287.

Tradewinds Capital Management first reported a position in IAU in Q1 2016 and has held it in 27 quarters since. The position peaked at $27.6M in Q2 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Tradewinds Capital Management held 291 shares of iShares Gold Trust worth $25.7K as of Q1 2026.
  • Tradewinds Capital Management sold 22 iShares Gold Trust shares in Q1 2026, an estimated $2.02K.
  • iShares Gold Trust made up 0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #287 holding.
  • Tradewinds Capital Management first reported a position in iShares Gold Trust in Q1 2016 and has held it in 27 quarters since.
  • Tradewinds Capital Management's iShares Gold Trust position peaked at $27.6M in Q2 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.