Bsw Wealth Partners’s Ishares Gold Tr Position
Does Bsw Wealth Partners own Ishares Gold Tr (IAU*)? Yes — 153.6K shares worth $14M (+1.65% of its 13F portfolio) as of Q1 2026, down from 154.2K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
153.6K
% of Portfolio
+1.65%
Quarters Held
20
currently held
Position History IAU*
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 153.6K | $14M | +1.65% |
| Q4 2025 | 154.2K | $13M | +1.50% |
| Q3 2025 | 154.3K | $11M | +1.40% |
| Q2 2025 | 153.4K | $10M | +1.31% |
| Q1 2025 | 149.8K | $9M | +1.34% |
| Q4 2024 | 143.7K | $7M | +1.04% |
| Q3 2024 | 139.0K | $7M | +1.04% |
| Q2 2024 | 148.2K | $7M | +1.07% |
| Q1 2024 | 154.6K | $6M | +1.10% |
| Q4 2023 | 154.6K | $6M | +1.20% |
| Q3 2023 | 161.3K | $6M | +1.26% |
| Q2 2023 | 161.0K | $6M | +1.22% |
| Q1 2023 | 162.2K | $6M | +1.24% |
| Q4 2022 | 182.2K | $6,301 | +1.35% |
| Q3 2022 | 183.3K | $6M | +1.42% |
| Q2 2022 | 179.3K | $6M | +1.47% |
| Q1 2022 | 198.7K | $7M | +1.85% |
| Q4 2021 | 195.7K | $7M | +1.71% |
| Q3 2021 | 189.5K | $6M | +1.77% |
| Q2 2021 | 186.4K | $6M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bsw Wealth Partners’s full portfolio or all institutional holders of IAU*.