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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allen Capital Group's IAU Position: Q1 2026 in Review

Allen Capital Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,829 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #223.

Allen Capital Group first reported a position in IAU in Q4 2017 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Allen Capital Group held 3,829 shares of iShares Gold Trust worth $338K as of Q1 2026.
  • Allen Capital Group left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.03% of Allen Capital Group's portfolio in Q1 2026, its #223 holding.
  • Allen Capital Group first reported a position in iShares Gold Trust in Q4 2017 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.