Allen Capital Group’s iShares Gold Trust IAU Stock Holding History

Allen Capital Group’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	$289K	Hold	3,829	–	–	0.02%	251
2026 Q1	$338K	Hold	3,829	–	–	0.03%	223
2025 Q4	$311K	Sell	3,829 -22	-0.6%	-$1.72K	0.03%	227
2025 Q3	$280K	Buy	3,851 +199	+5%	+$13K	0.03%	230
2025 Q2	$228K	Buy	3,652 +3	+0.1%	+$186	0.02%	246
2025 Q1	$215K	Buy	+3,649	New	+$197K	0.02%	232
2018 Q4	–	Sell	-7,146	Closed	-$163K	–	125
2018 Q3	$163K	Sell	7,146 -1,193	-14%	-$27.7K	0.05%	124
2018 Q2	$200K	Sell	8,339 -1,499	-15%	-$37.6K	0.07%	120
2018 Q1	$250K	Hold	9,838	–	–	0.1%	103
2017 Q4	$246K	Buy	+9,838	New	+$241K	0.11%	103

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

Allen Capital Group's IAU Position: Q2 2026 in Review

Allen Capital Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,829 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #251.

Allen Capital Group first reported a position in IAU in Q4 2017 and has held it in 10 quarters since. The position peaked at $338K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Allen Capital Group held 3,829 shares of iShares Gold Trust worth $289K as of Q2 2026.
Allen Capital Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #251 holding.
Allen Capital Group first reported a position in iShares Gold Trust in Q4 2017 and has held it in 10 quarters since.
Allen Capital Group's iShares Gold Trust position peaked at $338K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.