William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Gold Trust (IAU)
← All IAU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,525 <0.01 $88.16 $310,764 SEC
2025   Q4 3,525 <0.01 $81.17 $286,124 SEC
2025   Q3 3,525 <0.01 $72.77 $256,514 SEC
2025   Q2 3,525 <0.01 Buy <0.01 $55.78–65.00 · VW $61.87i $219,819 SEC
2015   Q3 0 0.00 Sell 100.00% <0.01 $20.86–22.70 · VW $21.71i SEC
2015   Q2 13,718 <0.01 Buy <0.01 $22.50–23.78 · VW $23.00i $311,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 $22.10–24.28 · VW $23.02i SEC
2014   Q3 8,173 <0.01 $23.36 $191,000 SEC
2014   Q2 8,173 <0.01 $25.82 $211,000 SEC
2014   Q1 8,173 <0.01 Add 22.64% <0.01 $23.54–26.92 · VW $24.96i $203,000 SEC
2013   Q4 6,664 <0.01 Buy <0.01 $23.02–26.44 · VW $24.47i $156,000 SEC
Price snapshot:
Current price$75.25
Avg. buy price$62.36
+/- since buy20.67%
52-week low$61.60
52-week high$104.40