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Ackerman Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Ackerman Capital Advisors’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 		$7.95M Sell
105,275
-24
-0% -$2.04K 1.6% 15
2026
Q1 		$9.28M Sell
105,299
-488
-0.5% -$44.8K 1.9% 12
2025
Q4 		$8.59M Buy
105,787
+2,653
+3% +$207K 1.72% 12
2025
Q3 		$7.51M Sell
103,134
-2,633
-2% -$172K 1.57% 15
2025
Q2 		$6.6M Sell
105,767
-6,023
-5% -$373K 1.53% 17
2025
Q1 		$6.59M Sell
111,790
-855
-0.8% -$46.3K 1.74% 17
2024
Q4 		$5.58M Sell
112,645
-1,104
-1% -$55.5K 1.46% 19
2024
Q3 		$5.65M Sell
113,749
-1,352
-1% -$63.3K 1.46% 20
2024
Q2 		$5.06M Buy
115,101
+789
+0.7% +$34.9K 1.34% 20
2024
Q1 		$4.8M Sell
114,312
-164
-0.1% -$6.43K 1.33% 22
2023
Q4 		$4.47M Sell
114,476
-30,832
-21% -$1.15M 1.25% 23
2023
Q3 		$5.08M Buy
145,308
+19,499
+15% +$712K 1.42% 21
2023
Q2 		$4.58M Buy
125,809
+828
+0.7% +$31K 1.19% 24
2023
Q1 		$4.67M Sell
124,981
-3,610
-3% -$130K 1.21% 25
2022
Q4 		$4.45M Sell
128,591
-1,795
-1% -$58.9K 1.2% 23
2022
Q3 		$4.11M Sell
130,386
-4,163
-3% -$136K 1.17% 21
2022
Q2 		$4.62M Buy
134,549
+890
+0.7% +$31.7K 1.24% 18
2022
Q1 		$4.92M Sell
133,659
-2,906
-2% -$104K 1.16% 19
2021
Q4 		$4.75M Buy
136,565
+125,709
+1,158% +$4.3M 1.09% 22
2021
Q3 		$363K Sell
10,856
-1,199
-10% -$40.8K 0.08% 78
2021
Q2 		$406K Buy
12,055
+2,808
+30% +$97.1K 0.1% 73
2021
Q1 		$301K Buy
9,247
+2,562
+38% +$87.6K 0.07% 95
2020
Q4 		$242K Sell
6,685
-2,976
-31% -$107K 0.06% 100
2020
Q3 		$348K Buy
9,661
+2,333
+32% +$85.2K 0.1% 74
2020
Q2 		$249K Buy
+7,328
New +$240K 0.07% 94
2020
Q1 		– Sell
-175,896
Closed -$5.1M – 130
2019
Q4 		$5.1M Sell
175,896
-101,027
-36% -$2.87M 1.51% 13
2019
Q3 		$7.81M Buy
276,923
+253,547
+1,085% +$7.15M 2.69% 9
2019
Q2 		$631 Buy
+23,376
New +$586K ﹤0.01% 98
2018
Q1 		$3.52M Buy
+140,877
New +$3.6M 1.41% 21

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ackerman Capital Advisors's IAU Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its iShares Gold Trust (IAU) stake by 0.02% in Q2 2026, selling an estimated $2.04K and leaving 105,275 shares worth $7.95M. The position accounts for 1.6% of the portfolio, ranked #15.

Ackerman Capital Advisors first reported a position in IAU in Q1 2018 and has held it in 29 quarters since. The position peaked at $9.28M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ackerman Capital Advisors held 105,275 shares of iShares Gold Trust worth $7.95M as of Q2 2026.
  • Ackerman Capital Advisors sold 24 iShares Gold Trust shares in Q2 2026, an estimated $2.04K.
  • iShares Gold Trust made up 1.6% of Ackerman Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Ackerman Capital Advisors first reported a position in iShares Gold Trust in Q1 2018 and has held it in 29 quarters since.
  • Ackerman Capital Advisors's iShares Gold Trust position peaked at $9.28M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.