HUTCHINSON CAPITAL MANAGEMENT/CA IAU — ISHARES GOLD TR

Ownership history in HUTCHINSON CAPITAL MANAGEMENT/CA  ·  9 quarters on record

AI Ownership Summary

HUTCHINSON CAPITAL MANAGEMENT/CA reported ISHARES GOLD TR (IAU) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows IAU at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HUTCHINSON CAPITAL MANAGEMENT/CA's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAU was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HUTCHINSON CAPITAL MANAGEMENT/CA held IAU — position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 23,132 — 0% 0.30% $1.7M 2026-08-10 $82.51
2026 Q1 UNCHANGED — — — 23,132 — 0% 0.37% $2.0M 2026-05-12 $88.71
2025 Q4 UNCHANGED — — — 23,132 — 0% 0.32% $1.9M 2026-02-09 $95.63
2025 Q3 UNCHANGED — — — 23,132 — 0% 0.29% $1.7M 2025-11-12 $79.04
2025 Q2 UNCHANGED — — — 23,132 — 0% 0.26% $1.4M 2025-08-04 $63.64
2025 Q1 UNCHANGED — — — 23,132 — 0% 0.26% $1.4M 2025-05-12 $61.00
2024 Q4 UNCHANGED — — — 23,132 — 0% 0.22% $1.1M 2025-02-10 $54.88
2024 Q3 UNCHANGED — — — 23,132 — 0% 0.22% $1.1M 2024-11-12 $49.08
2024 Q2 INITIATED — — — 23,132 — — 0.21% $1.0M 2024-08-07 $45.06

FAQ About HUTCHINSON CAPITAL MANAGEMENT/CA and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has HUTCHINSON CAPITAL MANAGEMENT/CA reported owning IAU?

HUTCHINSON CAPITAL MANAGEMENT/CA reported IAU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IAU position in HUTCHINSON CAPITAL MANAGEMENT/CA's portfolio?

The largest reported portfolio weight for IAU was 0.37% in 2026 Q1.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q2, when HUTCHINSON CAPITAL MANAGEMENT/CA reported 23,132 shares, equal to 0.30% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IAU ownership page compare?

The chart compares HUTCHINSON CAPITAL MANAGEMENT/CA's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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