Arcus Capital Partners’s iShares Gold Trust IAU Stock Holding History

Arcus Capital Partners’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	$227K	Hold	3,002	–	–	0.09%	103
2026 Q1	$265K	Hold	3,002	–	–	0.1%	93
2025 Q4	$244K	Hold	3,002	–	–	0.09%	126
2025 Q3	$218K	Buy	+3,002	New	+$196K	0.1%	107
2023 Q1	–	Sell	-3,002	Closed	-$104K	–	218
2022 Q4	$104K	Buy	+3,002	New	+$98.6K	0.04%	130
2019 Q3	–	Sell	-2,203	Closed	-$59K	–	112
2019 Q2	$59K	Buy	+2,203	New	+$55.2K	0.02%	100

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

Arcus Capital Partners's IAU Position: Q2 2026 in Review

Arcus Capital Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,002 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #103.

Arcus Capital Partners first reported a position in IAU in Q2 2019 and has held it in 6 quarters since. The position peaked at $265K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Arcus Capital Partners held 3,002 shares of iShares Gold Trust worth $227K as of Q2 2026.
Arcus Capital Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.09% of Arcus Capital Partners's portfolio in Q2 2026, its #103 holding.
Arcus Capital Partners first reported a position in iShares Gold Trust in Q2 2019 and has held it in 6 quarters since.
Arcus Capital Partners's iShares Gold Trust position peaked at $265K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.