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Axecap Investments’s iShares Gold Trust IAU Stock Holding History

Axecap Investments’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 		$295K Sell
3,913
-192
-5% -$16.3K 0.16% 55
2026
Q1 		$362K Sell
4,105
-8,363
-67% -$767K 0.25% 53
2025
Q4 		$1.01M Sell
12,468
-1,848
-13% -$145K 0.62% 46
2025
Q3 		$1.04M Buy
14,316
+137
+1% +$8.94K 0.64% 48
2025
Q2 		$884K Buy
14,179
+10,455
+281% +$648K 0.58% 53
2025
Q1 		$220K Buy
+3,724
New +$201K 0.19% 67

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

Axecap Investments's IAU Position: Q2 2026 in Review

Axecap Investments reduced its iShares Gold Trust (IAU) stake by 4.7% in Q2 2026, selling an estimated $16.3K and leaving 3,913 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #55.

Axecap Investments first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Axecap Investments held 3,913 shares of iShares Gold Trust worth $295K as of Q2 2026.
  • Axecap Investments sold 192 iShares Gold Trust shares in Q2 2026, an estimated $16.3K.
  • iShares Gold Trust made up 0.16% of Axecap Investments's portfolio in Q2 2026, its #55 holding.
  • Axecap Investments first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Axecap Investments's iShares Gold Trust position peaked at $1.04M in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Axecap Investments's 13F filing for Q2 2026, filed 10 Aug 2026.