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Alhambra Investment Management’s iShares Gold Trust IAU Stock Holding History

Alhambra Investment 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 		$2.96M Buy
39,139
+919
+2% +$78K 1.29% 19
2026
Q1 		$3.37M Sell
38,220
-3,723
-9% -$342K 1.56% 18
2025
Q4 		$3.4M Sell
41,943
-5,408
-11% -$423K 1.58% 19
2025
Q3 		$3.45M Sell
47,351
-20,225
-30% -$1.32M 1.64% 18
2025
Q2 		$4.21M Sell
67,576
-18,676
-22% -$1.16M 2.09% 9
2025
Q1 		$5.09M Sell
86,252
-7,933
-8% -$429K 2.62% 7
2024
Q4 		$4.66M Sell
94,185
-3,331
-3% -$167K 2.39% 8
2024
Q3 		$4.85M Sell
97,516
-22,745
-19% -$1.06M 2.51% 8
2024
Q2 		$5.28M Sell
120,261
-29,697
-20% -$1.31M 2.89% 3
2024
Q1 		$6.3M Buy
149,958
+894
+0.6% +$35K 3.44% 4
2023
Q4 		$5.82M Buy
149,064
+4,934
+3% +$185K 3.45% 4
2023
Q3 		$5.04M Buy
144,130
+29,426
+26% +$1.07M 3.32% 4
2023
Q2 		$4.17M Sell
114,704
-3,937
-3% -$148K 2.75% 4
2023
Q1 		$4.43M Buy
118,641
+1,721
+1% +$61.8K 3.04% 3
2022
Q4 		$4.04M Buy
116,920
+1,480
+1% +$48.6K 2.95% 4
2022
Q3 		$3.64M Buy
115,440
+5,748
+5% +$188K 2.77% 3
2022
Q2 		$3.76M Buy
109,692
+181
+0.2% +$6.44K 2.72% 3
2022
Q1 		$4.03M Buy
109,511
+1,065
+1% +$38K 2.67% 3
2021
Q4 		$3.77M Buy
108,446
+9,108
+9% +$311K 2.64% 5
2021
Q3 		$3.32M Sell
99,338
-49,709
-33% -$1.69M 2.54% 4
2021
Q2 		$5.02M Buy
149,047
+60,692
+69% +$2.1M 3.77% 4
2021
Q1 		$2.87M Sell
88,355
-31,206
-26% -$1.07M 2.32% 5
2020
Q4 		$4.33M Buy
119,561
+14,909
+14% +$534K 4.62% 3
2020
Q3 		$3.77M Sell
104,652
-10,061
-9% -$367K 4.52% 5
2020
Q2 		$3.9M Buy
114,713
+5,850
+5% +$192K 5.12% 3
2020
Q1 		$3.28M Buy
108,863
+37,076
+52% +$1.12M 5.38% 4
2019
Q4 		$2.08M Buy
+71,787
New +$2.04M 2.4% 8

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

Alhambra Investment Management's IAU Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, buying an estimated $78K and bringing the position to 39,139 shares worth $2.96M. The position accounts for 1.29% of the portfolio, ranked #19.

Alhambra Investment Management first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.3M in Q1 2024. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alhambra Investment Management held 39,139 shares of iShares Gold Trust worth $2.96M as of Q2 2026.
  • Alhambra Investment Management bought 919 iShares Gold Trust shares in Q2 2026, an estimated $78K.
  • iShares Gold Trust made up 1.29% of Alhambra Investment Management's portfolio in Q2 2026, its #19 holding.
  • Alhambra Investment Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's iShares Gold Trust position peaked at $6.3M in Q1 2024.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.