Well Done LLC’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 | $4.62M | Sell |
61,194
-106,596
| -64% | -$9.05M | 0.62% | 39 |
|
|
2026
Q1 | $14.8M | Buy |
167,790
+2,072
| +1% | +$190K | 2.17% | 12 |
|
|
2025
Q4 | $13.5M | Buy |
165,718
+7,727
| +5% | +$604K | 2.01% | 11 |
|
|
2025
Q3 | $11.5M | Buy |
157,991
+5,300
| +3% | +$346K | 1.96% | 10 |
|
|
2025
Q2 | $9.52M | Sell |
152,691
-6,092
| -4% | -$377K | 1.79% | 9 |
|
|
2025
Q1 | $7.86M | Sell |
158,783
-90
| -0.1% | -$4.87K | 1.43% | 13 |
|
|
2024
Q4 | $7.9M | Hold |
158,873
| – | – | 1.45% | 12 |
|
|
2024
Q3 | $7.9M | Buy |
158,873
+5,143
| +3% | +$241K | 1.44% | 12 |
|
|
2024
Q2 | $6.75M | Sell |
153,730
-1,843
| -1% | -$81.4K | 1.4% | 15 |
|
|
2024
Q1 | $6.54M | Sell |
155,573
-5,633
| -3% | -$221K | 1.29% | 15 |
|
|
2023
Q4 | $6.29M | Sell |
161,206
-7,243
| -4% | -$271K | 1.23% | 17 |
|
|
2023
Q3 | $5.89M | Buy |
168,449
+6,915
| +4% | +$252K | 1.31% | 15 |
|
|
2023
Q2 | $5.88M | Buy |
161,534
+2,302
| +1% | +$86.3K | 1.25% | 15 |
|
|
2023
Q1 | $5.95M | Buy |
159,232
+119,113
| +297% | +$4.27M | 1.29% | 15 |
|
|
2022
Q4 | $1.39M | Buy |
40,119
+3,415
| +9% | +$112K | 0.3% | 52 |
|
|
2022
Q3 | $1.16M | Sell |
36,704
-16,364
| -31% | -$536K | 0.28% | 54 |
|
|
2022
Q2 | $1.82M | Buy |
53,068
+1,382
| +3% | +$49.2K | 0.4% | 46 |
|
|
2022
Q1 | $1.9M | Buy |
51,686
+8,386
| +19% | +$300K | 0.38% | 49 |
|
|
2021
Q4 | $1.51M | Sell |
43,300
-1,315
| -3% | -$44.9K | 0.31% | 56 |
|
|
2021
Q3 | $1.49M | Sell |
44,615
-276
| -0.6% | -$9.4K | 0.33% | 53 |
|
|
2021
Q2 | $1.51M | Buy |
44,891
+57
| +0.1% | +$1.97K | 0.33% | 50 |
|
|
2021
Q1 | $1.46M | Sell |
44,834
-22,040
| -33% | -$753K | 0.33% | 52 |
|
|
2020
Q4 | $2.42M | Sell |
66,874
-518
| -0.8% | -$18.5K | 0.6% | 32 |
|
|
2020
Q3 | $2.42M | Sell |
67,392
-10,748
| -14% | -$392K | 0.68% | 25 |
|
|
2020
Q2 | $2.65M | Buy |
78,140
+1,576
| +2% | +$51.6K | 0.73% | 25 |
|
|
2020
Q1 | $2.31M | Buy |
76,564
+11,646
| +18% | +$352K | 0.7% | 30 |
|
|
2019
Q4 | $1.88M | Sell |
64,918
-800
| -1% | -$22.7K | 0.44% | 42 |
|
|
2019
Q3 | $1.85M | Buy |
65,718
+451
| +0.7% | +$12.7K | 0.46% | 44 |
|
|
2019
Q2 | $1.76M | Buy |
65,267
+1,325
| +2% | +$33.2K | 0.41% | 44 |
|
|
2019
Q1 | $1.58M | Buy |
63,942
+6,960
| +12% | +$174K | 0.39% | 47 |
|
|
2018
Q4 | $1.4M | Sell |
56,982
-48,701
| -46% | -$1.15M | 0.39% | 47 |
|
|
2018
Q3 | $2.42M | Buy |
105,683
+16,814
| +19% | +$391K | 0.68% | 32 |
|
|
2018
Q2 | $2.14M | Buy |
88,869
+30,784
| +53% | +$772K | 0.64% | 33 |
|
|
2018
Q1 | $1.48M | Buy |
58,085
+7,597
| +15% | +$194K | 0.46% | 35 |
|
|
2017
Q4 | $1.26M | Sell |
50,488
-73
| -0.1% | -$1.79K | 0.41% | 39 |
|
|
2017
Q3 | $1.25M | Sell |
50,561
-1,078
| -2% | -$26.5K | 0.38% | 44 |
|
|
2017
Q2 | $1.23M | Sell |
51,639
-2,587
| -5% | -$62.6K | 0.43% | 38 |
|
|
2017
Q1 | $1.3M | Sell |
54,226
-10,306
| -16% | -$242K | 0.46% | 34 |
|
|
2016
Q4 | $1.43M | Sell |
64,532
-23,321
| -27% | -$547K | 0.54% | 34 |
|
|
2016
Q3 | $2.23K | Buy |
87,853
+1,259
| +1% | +$32.4K | 0.8% | 25 |
|
|
2016
Q2 | $2.21M | Buy |
86,594
+2,294
| +3% | +$55.7K | 0.8% | 25 |
|
|
2016
Q1 | $2M | Buy |
+84,300
| New | +$1.93M | 0.73% | 27 |
|
Other funds holding IAU
Well Done LLC's IAU Position: Q2 2026 in Review
Well Done LLC reduced its iShares Gold Trust (IAU) stake by 64% in Q2 2026, selling an estimated $9.05M and leaving 61,194 shares worth $4.62M. The position accounts for 0.62% of the portfolio, ranked #39.
Well Done LLC first reported a position in IAU in Q1 2016 and has held it in 42 quarters since. The position peaked at $14.8M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Well Done LLC held 61,194 shares of iShares Gold Trust worth $4.62M as of Q2 2026.
- Well Done LLC sold 106,596 iShares Gold Trust shares in Q2 2026, an estimated $9.05M.
- iShares Gold Trust made up 0.62% of Well Done LLC's portfolio in Q2 2026, its #39 holding.
- Well Done LLC first reported a position in iShares Gold Trust in Q1 2016 and has held it in 42 quarters since.
- Well Done LLC's iShares Gold Trust position peaked at $14.8M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.