Valmark Advisers’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 | $774K | Buy |
10,244
+84
| +0.8% | +$7.13K | 0.01% | 408 |
|
|
2026
Q1 | $896K | Buy |
10,160
+307
| +3% | +$28.2K | 0.01% | 370 |
|
|
2025
Q4 | $800K | Sell |
9,853
-642
| -6% | -$50.2K | 0.01% | 374 |
|
|
2025
Q3 | $764K | Buy |
10,495
+2
| +0% | +$130 | 0.01% | 369 |
|
|
2025
Q2 | $654K | Buy |
10,493
+1,022
| +11% | +$63.3K | 0.01% | 404 |
|
|
2025
Q1 | $558K | Sell |
9,471
-268
| -3% | -$14.5K | 0.01% | 403 |
|
|
2024
Q4 | $482K | Sell |
9,739
-3,416
| -26% | -$172K | 0.01% | 423 |
|
|
2024
Q3 | $654K | Buy |
13,155
+4,473
| +52% | +$209K | 0.01% | 371 |
|
|
2024
Q2 | $381K | Buy |
8,682
+212
| +3% | +$9.37K | 0.01% | 433 |
|
|
2024
Q1 | $356K | Sell |
8,470
-829
| -9% | -$32.5K | 0.01% | 428 |
|
|
2023
Q4 | $363K | Buy |
9,299
+142
| +2% | +$5.31K | 0.01% | 398 |
|
|
2023
Q3 | $320K | Sell |
9,157
-25
| -0.3% | -$912 | 0.01% | 386 |
|
|
2023
Q2 | $334K | Sell |
9,182
-1,586
| -15% | -$59.5K | 0.01% | 387 |
|
|
2023
Q1 | $402K | Sell |
10,768
-221
| -2% | -$7.93K | 0.01% | 351 |
|
|
2022
Q4 | $380K | Sell |
10,989
-113
| -1% | -$3.71K | 0.01% | 340 |
|
|
2022
Q3 | $350K | Buy |
11,102
+3,306
| +42% | +$108K | 0.01% | 329 |
|
|
2022
Q2 | $267K | Sell |
7,796
-312,402
| -98% | -$11.1M | 0.01% | 363 |
|
|
2022
Q1 | $11.8M | Buy |
320,198
+19,117
| +6% | +$683K | 0.21% | 50 |
|
|
2021
Q4 | $10.5M | Sell |
301,081
-1,058
| -0.4% | -$36.2K | 0.18% | 48 |
|
|
2021
Q3 | $10.1M | Buy |
302,139
+11,963
| +4% | +$408K | 0.18% | 45 |
|
|
2021
Q2 | $9.78M | Buy |
290,176
+19,299
| +7% | +$667K | 0.18% | 45 |
|
|
2021
Q1 | $8.81M | Buy |
270,877
+12,331
| +5% | +$421K | 0.17% | 43 |
|
|
2020
Q4 | $9.38M | Buy |
258,546
+23,599
| +10% | +$845K | 0.19% | 38 |
|
|
2020
Q3 | $8.45M | Buy |
234,947
+79,100
| +51% | +$2.89M | 0.19% | 37 |
|
|
2020
Q2 | $5.3M | Buy |
155,847
+149,785
| +2,471% | +$4.91M | 0.12% | 46 |
|
|
2020
Q1 | $183K | Buy |
6,062
+11
| +0.2% | +$333 | ﹤0.01% | 224 |
|
|
2019
Q4 | $175K | Sell |
6,051
-256
| -4% | -$7.26K | ﹤0.01% | 235 |
|
|
2019
Q3 | $178K | Hold |
6,307
| – | – | ﹤0.01% | 236 |
|
|
2019
Q2 | $170K | Hold |
6,307
| – | – | ﹤0.01% | 226 |
|
|
2019
Q1 | $156K | Sell |
6,307
-52
| -0.8% | -$1.3K | ﹤0.01% | 218 |
|
|
2018
Q4 | $156K | Buy |
6,359
+52
| +0.8% | +$1.22K | ﹤0.01% | 199 |
|
|
2018
Q3 | $144K | Buy |
6,307
+1,087
| +21% | +$25.3K | ﹤0.01% | 201 |
|
|
2018
Q2 | $125K | Sell |
5,220
-1,305
| -20% | -$32.7K | ﹤0.01% | 187 |
|
|
2018
Q1 | $166K | Sell |
6,525
-301
| -4% | -$7.68K | ﹤0.01% | 189 |
|
|
2017
Q4 | $171K | Buy |
+6,826
| New | +$167K | ﹤0.01% | 187 |
|
Other funds holding IAU
Valmark Advisers's IAU Position: Q2 2026 in Review
Valmark Advisers increased its iShares Gold Trust (IAU) stake by 0.83% in Q2 2026, buying an estimated $7.13K and bringing the position to 10,244 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #408.
Valmark Advisers first reported a position in IAU in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.8M in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Valmark Advisers held 10,244 shares of iShares Gold Trust worth $774K as of Q2 2026.
- Valmark Advisers bought 84 iShares Gold Trust shares in Q2 2026, an estimated $7.13K.
- iShares Gold Trust made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #408 holding.
- Valmark Advisers first reported a position in iShares Gold Trust in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's iShares Gold Trust position peaked at $11.8M in Q1 2022.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.