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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 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. 358 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.
  • 358 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.