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AWM Capital’s iShares Gold Trust IAU Stock Holding History

AWM 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 		$212K Buy
+2,810
New +$239K 0.02% 119
2026
Q1 		– Sell
-2,868
Closed -$233K – 115
2025
Q4 		$233K Hold
2,868
– – 0.02% 97
2025
Q3 		$209K Buy
+2,868
New +$187K 0.02% 102
2024
Q3 		– Sell
-4,603
Closed -$202K – 97
2024
Q2 		$202K Buy
+4,603
New +$203K 0.03% 87

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

AWM Capital's IAU Position: Q2 2026 in Review

AWM Capital opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,810 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings. This is a return to the name: AWM Capital previously reported a position in IAU as recently as Q4 2025.

AWM Capital first reported a position in IAU in Q2 2024 and has held it in 4 quarters since. The position peaked at $233K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • AWM Capital held 2,810 shares of iShares Gold Trust worth $212K as of Q2 2026.
  • iShares Gold Trust was a new AWM Capital position in Q2 2026.
  • iShares Gold Trust made up 0.02% of AWM Capital's portfolio in Q2 2026, its #119 holding.
  • AWM Capital first reported a position in iShares Gold Trust in Q2 2024 and has held it in 4 quarters since.
  • AWM Capital's iShares Gold Trust position peaked at $233K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.