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Alpha Zero’s iShares Gold Trust IAU Stock Holding History

Alpha Zero’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 		$4.34M Buy
58,084
+7,907
+16% +$671K 1.65% 15
2026
Q1 		$4.42M Sell
50,177
-3,799
-7% -$348K 2.24% 11
2025
Q4 		$4.38M Sell
53,976
-1,545
-3% -$121K 2.39% 11
2025
Q3 		$4.04M Buy
55,521
+1,876
+3% +$122K 2.34% 11
2025
Q2 		$3.35M Sell
53,645
-10,522
-16% -$652K 2.18% 11
2025
Q1 		$3.78M Buy
64,167
+10,312
+19% +$558K 2.88% 11
2024
Q4 		$2.67M Buy
+53,855
New +$2.71M 1.98% 14

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

Alpha Zero's IAU Position: Q2 2026 in Review

Alpha Zero increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $671K and bringing the position to 58,084 shares worth $4.34M. The position accounts for 1.65% of the portfolio, ranked #15.

Alpha Zero first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alpha Zero held 58,084 shares of iShares Gold Trust worth $4.34M as of Q2 2026.
  • Alpha Zero bought 7,907 iShares Gold Trust shares in Q2 2026, an estimated $671K.
  • iShares Gold Trust made up 1.65% of Alpha Zero's portfolio in Q2 2026, its #15 holding.
  • Alpha Zero first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Alpha Zero's iShares Gold Trust position peaked at $4.42M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alpha Zero's 13F filing for Q2 2026, filed 20 Jul 2026.