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

Argyle 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	$274K	Hold	3,627	–	–	0.17%	142
2026 Q1	$320K	Hold	3,627	–	–	0.23%	116
2025 Q4	$294K	Hold	3,627	–	–	0.22%	125
2025 Q3	$264K	Hold	3,627	–	–	0.19%	136
2025 Q2	$226K	Hold	3,627	–	–	0.19%	133
2025 Q1	$214K	Buy	+3,627	New	+$196K	0.18%	130

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

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

Argyle Capital Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,627 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #142.

Argyle Capital Partners first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Argyle Capital Partners held 3,627 shares of iShares Gold Trust worth $274K as of Q2 2026.
Argyle Capital Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.17% of Argyle Capital Partners's portfolio in Q2 2026, its #142 holding.
Argyle Capital Partners first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Argyle Capital Partners's iShares Gold Trust position peaked at $320K in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.