Valeo Financial Advisors’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 | $3.55M | Sell |
47,028
-3,641
| -7% | -$309K | 0.07% | 120 |
|
|
2026
Q1 | $4.47M | Buy |
50,669
+11,957
| +31% | +$1.1M | 0.11% | 91 |
|
|
2025
Q4 | $3.14M | Buy |
38,712
+19,045
| +97% | +$1.49M | 0.07% | 128 |
|
|
2025
Q3 | $1.43M | Sell |
19,667
-1,680
| -8% | -$110K | 0.03% | 220 |
|
|
2025
Q2 | $1.33M | Buy |
21,347
+4,820
| +29% | +$299K | 0.03% | 234 |
|
|
2025
Q1 | $974K | Sell |
16,527
-784
| -5% | -$42.4K | 0.03% | 269 |
|
|
2024
Q4 | $857K | Buy |
17,311
+377
| +2% | +$18.9K | 0.02% | 299 |
|
|
2024
Q3 | $842K | Buy |
16,934
+1,484
| +10% | +$69.5K | 0.02% | 289 |
|
|
2024
Q2 | $679K | Buy |
15,450
+5,828
| +61% | +$258K | 0.02% | 306 |
|
|
2024
Q1 | $422K | Buy |
9,622
+31
| +0.3% | +$1.22K | 0.02% | 422 |
|
|
2023
Q4 | $374K | Sell |
9,591
-175
| -2% | -$6.55K | 0.02% | 427 |
|
|
2023
Q3 | $342K | Buy |
9,766
+23
| +0.2% | +$839 | 0.02% | 424 |
|
|
2023
Q2 | $355K | Sell |
9,743
-486
| -5% | -$18.2K | 0.02% | 394 |
|
|
2023
Q1 | $382K | Sell |
10,229
-1,270
| -11% | -$45.6K | 0.02% | 381 |
|
|
2022
Q4 | $398K | Sell |
11,499
-1,115
| -9% | -$36.6K | 0.02% | 323 |
|
|
2022
Q3 | $398K | Sell |
12,614
-1,527
| -11% | -$50K | 0.03% | 289 |
|
|
2022
Q2 | $485K | Sell |
14,141
-76
| -0.5% | -$2.7K | 0.03% | 256 |
|
|
2022
Q1 | $524K | Buy |
14,217
+280
| +2% | +$10K | 0.03% | 317 |
|
|
2021
Q4 | $485K | Buy |
13,937
+2,482
| +22% | +$84.8K | 0.03% | 314 |
|
|
2021
Q3 | $383K | Buy |
11,455
+683
| +6% | +$23.3K | 0.02% | 353 |
|
|
2021
Q2 | $363K | Buy |
10,772
+164
| +2% | +$5.67K | 0.02% | 319 |
|
|
2021
Q1 | $345K | Buy |
10,608
+92
| +0.9% | +$3.14K | 0.02% | 333 |
|
|
2020
Q4 | $381K | Buy |
10,516
+515
| +5% | +$18.4K | 0.02% | 285 |
|
|
2020
Q3 | $360K | Sell |
10,001
-2,816
| -22% | -$103K | 0.03% | 230 |
|
|
2020
Q2 | $436K | Buy |
12,817
+1,737
| +16% | +$56.9K | 0.04% | 202 |
|
|
2020
Q1 | $357K | Sell |
11,080
-2,625
| -19% | -$79.4K | 0.04% | 209 |
|
|
2019
Q4 | $397K | Buy |
13,705
+890
| +7% | +$25.2K | 0.04% | 222 |
|
|
2019
Q3 | $361K | Hold |
12,815
| – | – | 0.04% | 208 |
|
|
2019
Q2 | $346K | Sell |
12,815
-45
| -0.3% | -$1.13K | 0.04% | 213 |
|
|
2019
Q1 | $318K | Buy |
12,860
+100
| +0.8% | +$2.5K | 0.04% | 216 |
|
|
2018
Q4 | $314K | Hold |
12,760
| – | – | 0.04% | 205 |
|
|
2018
Q3 | $298K | Sell |
12,760
-973
| -7% | -$22.6K | 0.04% | 222 |
|
|
2018
Q2 | $315K | Buy |
13,733
+1,018
| +8% | +$25.5K | 0.04% | 217 |
|
|
2018
Q1 | $324K | Buy |
12,715
+3,275
| +35% | +$83.6K | 0.05% | 201 |
|
|
2017
Q4 | $236K | Buy |
9,440
+3,690
| +64% | +$90.5K | 0.04% | 221 |
|
|
2017
Q3 | $142K | Buy |
+5,750
| New | +$141K | 0.03% | 243 |
|
Other funds holding IAU
Valeo Financial Advisors's IAU Position: Q2 2026 in Review
Valeo Financial Advisors reduced its iShares Gold Trust (IAU) stake by 7.2% in Q2 2026, selling an estimated $309K and leaving 47,028 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #120.
Valeo Financial Advisors first reported a position in IAU in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.47M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Valeo Financial Advisors held 47,028 shares of iShares Gold Trust worth $3.55M as of Q2 2026.
- Valeo Financial Advisors sold 3,641 iShares Gold Trust shares in Q2 2026, an estimated $309K.
- iShares Gold Trust made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #120 holding.
- Valeo Financial Advisors first reported a position in iShares Gold Trust in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's iShares Gold Trust position peaked at $4.47M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.