Vigilant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.8M | Buy |
846,589
+17,472
| +2% | +$655K | 2.3% | 15 |
|
|
2023
Q1 | $31M | Buy |
829,117
+12,746
| +2% | +$457K | 2.51% | 12 |
|
|
2022
Q4 | $28.2M | Buy |
816,371
+33,530
| +4% | +$1.1M | 2.41% | 16 |
|
|
2022
Q3 | $24.7M | Buy |
782,841
+12,044
| +2% | +$395K | 2.32% | 15 |
|
|
2022
Q2 | $26.4M | Sell |
770,797
-3,237
| -0.4% | -$115K | 2.28% | 17 |
|
|
2022
Q1 | $28.5M | Buy |
774,034
+20,407
| +3% | +$729K | 2.18% | 15 |
|
|
2021
Q4 | $26.2M | Buy |
753,627
+39,434
| +6% | +$1.35M | 1.84% | 23 |
|
|
2021
Q3 | $23.9M | Buy |
714,193
+22,722
| +3% | +$774K | 1.91% | 22 |
|
|
2021
Q2 | $23.3M | Sell |
691,471
-3,881
| -0.6% | -$134K | 1.88% | 23 |
|
|
2021
Q1 | $22.6M | Buy |
695,352
+1,624
| +0.2% | +$55.5K | 2.01% | 20 |
|
|
2020
Q4 | $25.2M | Buy |
693,728
+25,291
| +4% | +$905K | 2.41% | 13 |
|
|
2020
Q3 | $24.1M | Buy |
668,437
+21,994
| +3% | +$803K | 2.63% | 10 |
|
|
2020
Q2 | $22M | Buy |
646,443
+12,634
| +2% | +$414K | 2.67% | 10 |
|
|
2020
Q1 | $19.1M | Buy |
633,809
+29,559
| +5% | +$894K | 2.79% | 8 |
|
|
2019
Q4 | $17.5M | Buy |
604,250
+35,480
| +6% | +$1.01M | 2.03% | 19 |
|
|
2019
Q3 | $16M | Buy |
568,770
+21,641
| +4% | +$610K | 2.09% | 19 |
|
|
2019
Q2 | $14.8M | Sell |
547,129
-21,819
| -4% | -$547K | 1.97% | 24 |
|
|
2019
Q1 | $14.1M | Buy |
568,948
+14,946
| +3% | +$373K | 1.97% | 25 |
|
|
2018
Q4 | $13.6M | Sell |
554,002
-20,952
| -4% | -$493K | 2.16% | 15 |
|
|
2018
Q3 | $13.1M | Buy |
574,954
+17,986
| +3% | +$418K | 1.75% | 31 |
|
|
2018
Q2 | $13.4M | Buy |
556,968
+17,565
| +3% | +$440K | 1.94% | 20 |
|
|
2018
Q1 | $13.7M | Buy |
539,403
+65,373
| +14% | +$1.67M | 1.95% | 17 |
|
|
2017
Q4 | $11.9M | Sell |
474,030
-41,428
| -8% | -$1.02M | 1.56% | 28 |
|
|
2017
Q3 | $12.7M | Buy |
515,458
+23,083
| +5% | +$568K | 1.89% | 14 |
|
|
2017
Q2 | $11.8M | Buy |
492,375
+15,836
| +3% | +$383K | 1.91% | 12 |
|
|
2017
Q1 | $11.4M | Buy |
476,539
+41,721
| +10% | +$980K | 1.99% | 11 |
|
|
2016
Q4 | $9.64M | Sell |
434,818
-64,217
| -13% | -$1.51M | 1.7% | 19 |
|
|
2016
Q3 | $12.7M | Buy |
499,035
+17,832
| +4% | +$459K | 2.25% | 8 |
|
|
2016
Q2 | $12.3M | Buy |
481,203
+204,918
| +74% | +$4.98M | 2.35% | 9 |
|
|
2016
Q1 | $6.57M | Buy |
276,285
+13,117
| +5% | +$300K | 1.31% | 42 |
|
|
2015
Q4 | $5.38M | Buy |
263,168
+11,635
| +5% | +$248K | 1.09% | 42 |
|
|
2015
Q3 | $5.42M | Buy |
251,533
+8,790
| +4% | +$191K | 1.08% | 47 |
|
|
2015
Q2 | $5.5M | Buy |
242,743
+6,692
| +3% | +$154K | 1% | 47 |
|
|
2015
Q1 | $5.41M | Buy |
236,051
+11,955
| +5% | +$282K | 1.02% | 44 |
|
|
2014
Q4 | $5.13M | Buy |
224,096
+9,172
| +4% | +$213K | 1.01% | 45 |
|
|
2014
Q3 | $5.03M | Buy |
214,924
+19,412
| +10% | +$482K | 1.09% | 47 |
|
|
2014
Q2 | $5.04M | Buy |
195,512
+9,166
| +5% | +$229K | 1.12% | 45 |
|
|
2014
Q1 | $4.64M | Buy |
186,346
+4,719
| +3% | +$118K | 1.09% | 45 |
|
|
2013
Q4 | $4.24M | Buy |
181,627
+89,249
| +97% | +$2.2M | 1.04% | 45 |
|
|
2013
Q3 | $2.38M | Buy |
92,378
+802
| +0.9% | +$20.7K | 0.67% | 48 |
|
|
2013
Q2 | $2.2M | Buy |
+91,576
| New | +$2.52M | 0.65% | 51 |
|
Other funds holding IAU
CSIA
Vigilant Capital Management's IAU Position: Q2 2023 in Review
Vigilant Capital Management increased its iShares Gold Trust (IAU) stake by 2.1% in Q2 2023, buying an estimated $655K and bringing the position to 846,589 shares worth $30.8M. The position accounts for 2.3% of the portfolio, ranked #15.
Vigilant Capital Management first reported a position in IAU in Q2 2013 and has held it in 41 quarters since. The position peaked at $31M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.
- Vigilant Capital Management held 846,589 shares of iShares Gold Trust worth $30.8M as of Q2 2023.
- Vigilant Capital Management bought 17,472 iShares Gold Trust shares in Q2 2023, an estimated $655K.
- iShares Gold Trust made up 2.3% of Vigilant Capital Management's portfolio in Q2 2023, its #15 holding.
- Vigilant Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 41 quarters since.
- Vigilant Capital Management's iShares Gold Trust position peaked at $31M in Q1 2023.
- 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.
Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.