Absolute Capital Management’s iShares Gold Trust IAU Stock Holding History

Absolute Capital Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	4,067 +687	+20%	+$58.3K	0.08%	137
2026 Q1	$298K	Sell	3,380 -4,449	-57%	-$408K	0.1%	124
2025 Q4	$636K	Buy	7,829 +698	+10%	+$54.6K	0.23%	85
2025 Q3	$519K	Buy	7,131 +2,867	+67%	+$187K	0.22%	88
2025 Q2	$266K	Sell	4,264 -1,641	-28%	-$102K	0.13%	113
2025 Q1	$348K	Buy	+5,905	New	+$319K	0.2%	94

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Absolute Capital Management's IAU Position: Q2 2026 in Review

Absolute Capital Management increased its iShares Gold Trust (IAU) stake by 20% in Q2 2026, buying an estimated $58.3K and bringing the position to 4,067 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #137.

Absolute Capital Management first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $636K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Absolute Capital Management held 4,067 shares of iShares Gold Trust worth $307K as of Q2 2026.
Absolute Capital Management bought 687 iShares Gold Trust shares in Q2 2026, an estimated $58.3K.
iShares Gold Trust made up 0.08% of Absolute Capital Management's portfolio in Q2 2026, its #137 holding.
Absolute Capital Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Absolute Capital Management's iShares Gold Trust position peaked at $636K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Absolute Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.