AlphaCore Capital’s iShares Gold Trust IAU Stock Holding History

AlphaCore Capital’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	$1.78M	Buy	23,529 +4,443	+23%	+$377K	0.03%	334
2026 Q1	$1.68M	Sell	19,086 -6,890	-27%	-$632K	0.04%	282
2025 Q4	$2.11M	Buy	25,976 +12,750	+96%	+$997K	0.05%	260
2025 Q3	$962K	Sell	13,226 -15,342	-54%	-$1M	0.03%	308
2025 Q2	$1.78M	Buy	28,568 +9,145	+47%	+$567K	0.07%	194
2025 Q1	$1.15M	Buy	+19,423	New	+$1.05M	0.1%	159
2024 Q1	–	Sell	-18,654	Closed	-$728K	–	239
2023 Q4	$728K	Hold	18,654	–	–	0.11%	120
2023 Q3	$653K	Buy	18,654 +761	+4%	+$27.8K	0.1%	125
2023 Q2	$651K	Buy	+17,893	New	+$671K	0.1%	124

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

AlphaCore Capital's IAU Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $377K and bringing the position to 23,529 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #334.

AlphaCore Capital first reported a position in IAU in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

AlphaCore Capital held 23,529 shares of iShares Gold Trust worth $1.78M as of Q2 2026.
AlphaCore Capital bought 4,443 iShares Gold Trust shares in Q2 2026, an estimated $377K.
iShares Gold Trust made up 0.03% of AlphaCore Capital's portfolio in Q2 2026, its #334 holding.
AlphaCore Capital first reported a position in iShares Gold Trust in Q2 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares Gold Trust position peaked at $2.11M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.