Van Hulzen Asset Management’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 | $16M | Sell |
181,387
-21,047
| -10% | -$1.93M | 1.19% | 25 |
|
|
2025
Q4 | $16.4M | Sell |
202,434
-2,312
| -1% | -$181K | 1.21% | 26 |
|
|
2025
Q3 | $14.9M | Buy |
204,746
+5,801
| +3% | +$378K | 1.11% | 27 |
|
|
2025
Q2 | $12.4M | Sell |
198,945
-48,370
| -20% | -$3M | 1.04% | 28 |
|
|
2025
Q1 | $14.6M | Buy |
247,315
+4,147
| +2% | +$224K | 1.33% | 18 |
|
|
2024
Q4 | $12M | Buy |
243,168
+4,340
| +2% | +$218K | 0.88% | 29 |
|
|
2024
Q3 | $11.9M | Sell |
238,828
-3,011
| -1% | -$141K | 0.86% | 34 |
|
|
2024
Q2 | $10.6M | Sell |
241,839
-31,552
| -12% | -$1.39M | 0.71% | 44 |
|
|
2024
Q1 | $11.5M | Buy |
273,391
+406
| +0.1% | +$15.9K | 0.76% | 44 |
|
|
2023
Q4 | $10.7M | Sell |
272,985
-218
| -0.1% | -$8.16K | 0.75% | 44 |
|
|
2023
Q3 | $9.56M | Buy |
273,203
+3,486
| +1% | +$127K | 0.74% | 42 |
|
|
2023
Q2 | $9.81M | Buy |
269,717
+1,539
| +0.6% | +$57.7K | 0.84% | 41 |
|
|
2023
Q1 | $10M | Sell |
268,178
-52,696
| -16% | -$1.89M | 0.94% | 34 |
|
|
2022
Q4 | $11.1M | Buy |
320,874
+17,177
| +6% | +$564K | 1.28% | 27 |
|
|
2022
Q3 | $9.58M | Buy |
303,697
+187,403
| +161% | +$6.14M | 1.18% | 26 |
|
|
2022
Q2 | $3.99M | Buy |
116,294
+7,905
| +7% | +$281K | 0.48% | 57 |
|
|
2022
Q1 | $3.99M | Buy |
108,389
+4,716
| +5% | +$168K | 0.42% | 64 |
|
|
2021
Q4 | $3.61M | Buy |
103,673
+39,749
| +62% | +$1.36M | 0.39% | 65 |
|
|
2021
Q3 | $2.14M | Buy |
+63,924
| New | +$2.18M | 0.32% | 66 |
|
|
2021
Q2 | – | Sell |
-62,541
| Closed | -$2.03M | – | 278 |
|
|
2021
Q1 | $2.03M | Sell |
62,541
-29,654
| -32% | -$1.01M | 0.32% | 66 |
|
|
2020
Q4 | $3.34M | Sell |
92,195
-6,232
| -6% | -$223K | 0.51% | 56 |
|
|
2020
Q3 | $3.54M | Sell |
98,427
-7,358
| -7% | -$269K | 0.53% | 52 |
|
|
2020
Q2 | $3.6M | Sell |
105,785
-15,907
| -13% | -$521K | 0.54% | 46 |
|
|
2020
Q1 | $3.67M | Buy |
121,692
+27,302
| +29% | +$825K | 0.79% | 37 |
|
|
2019
Q4 | $2.74M | Buy |
94,390
+19,848
| +27% | +$563K | 0.53% | 49 |
|
|
2019
Q3 | $2.1M | Buy |
74,542
+2,735
| +4% | +$77.1K | 0.44% | 50 |
|
|
2019
Q2 | $1.94M | Sell |
71,807
-2,950
| -4% | -$73.9K | 0.42% | 54 |
|
|
2019
Q1 | $1.85M | Sell |
74,757
-39,496
| -35% | -$986K | 0.5% | 49 |
|
|
2018
Q4 | $2.81M | Sell |
114,253
-2,875
| -2% | -$67.7K | 0.81% | 39 |
|
|
2018
Q3 | $2.68M | Sell |
117,128
-24,959
| -18% | -$580K | 0.71% | 42 |
|
|
2018
Q2 | $3.42M | Sell |
142,087
-8,069
| -5% | -$202K | 1.01% | 36 |
|
|
2018
Q1 | $3.82M | Sell |
150,156
-6,400
| -4% | -$163K | 1.17% | 35 |
|
|
2017
Q4 | $3.92M | Buy |
156,556
+7,851
| +5% | +$193K | 1.19% | 23 |
|
|
2017
Q3 | $3.66M | Buy |
148,705
+5,622
| +4% | +$138K | 1.23% | 29 |
|
|
2017
Q2 | $3.42M | Sell |
143,083
-42,911
| -23% | -$1.04M | 1.36% | 29 |
|
|
2017
Q1 | $4.47M | Buy |
185,994
+20,768
| +13% | +$488K | 2.05% | 10 |
|
|
2016
Q4 | $3.66M | Buy |
165,226
+11,940
| +8% | +$280K | 1.7% | 12 |
|
|
2016
Q3 | $3.89M | Buy |
153,286
+27,503
| +22% | +$708K | 2.11% | 9 |
|
|
2016
Q2 | $3.21M | Buy |
+125,783
| New | +$3.06M | 1.83% | 13 |
|
Other funds holding IAU
Van Hulzen Asset Management's IAU Position: Q1 2026 in Review
Van Hulzen Asset Management reduced its iShares Gold Trust (IAU) stake by 10% in Q1 2026, selling an estimated $1.93M and leaving 181,387 shares worth $16M. The position accounts for 1.19% of the portfolio, ranked #25.
Van Hulzen Asset Management first reported a position in IAU in Q2 2016 and has held it in 39 quarters since. The position peaked at $16.4M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Van Hulzen Asset Management held 181,387 shares of iShares Gold Trust worth $16M as of Q1 2026.
- Van Hulzen Asset Management sold 21,047 iShares Gold Trust shares in Q1 2026, an estimated $1.93M.
- iShares Gold Trust made up 1.19% of Van Hulzen Asset Management's portfolio in Q1 2026, its #25 holding.
- Van Hulzen Asset Management first reported a position in iShares Gold Trust in Q2 2016 and has held it in 39 quarters since.
- Van Hulzen Asset Management's iShares Gold Trust position peaked at $16.4M in Q4 2025.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.