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Azimuth Capital Investment Management’s iShares Gold Trust IAU Stock Holding History

Azimuth Capital Investment Management’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 		$2.13M Sell
28,172
-477
-2% -$40.5K 0.07% 189
2026
Q1 		$2.53M Buy
28,649
+1,125
+4% +$103K 0.1% 176
2025
Q4 		$2.23M Buy
27,524
+500
+2% +$39.1K 0.08% 180
2025
Q3 		$1.97M Buy
27,024
+5,000
+23% +$326K 0.07% 181
2025
Q2 		$1.37M Hold
22,024
– – 0.05% 196
2025
Q1 		$1.3M Buy
22,024
+3,000
+16% +$162K 0.05% 195
2024
Q4 		$942K Buy
19,024
+2,000
+12% +$100K 0.04% 210
2024
Q3 		$846K Hold
17,024
– – 0.03% 213
2024
Q2 		$748K Sell
17,024
-3,720
-18% -$164K 0.03% 220
2024
Q1 		$871K Buy
20,744
+5,951
+40% +$233K 0.04% 214
2023
Q4 		$577K Buy
14,793
+3,000
+25% +$112K 0.03% 231
2023
Q3 		$413K Sell
11,793
-69
-0.6% -$2.52K 0.02% 248
2023
Q2 		$432K Buy
11,862
+419
+4% +$15.7K 0.02% 251
2023
Q1 		$428K Hold
11,443
– – 0.02% 256
2022
Q4 		$396K Buy
+11,443
New +$376K 0.02% 262

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 22.9% 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

Azimuth Capital Investment Management's IAU Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its iShares Gold Trust (IAU) stake by 1.7% in Q2 2026, selling an estimated $40.5K and leaving 28,172 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #189.

Azimuth Capital Investment Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Azimuth Capital Investment Management held 28,172 shares of iShares Gold Trust worth $2.13M as of Q2 2026.
  • Azimuth Capital Investment Management sold 477 iShares Gold Trust shares in Q2 2026, an estimated $40.5K.
  • iShares Gold Trust made up 0.07% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #189 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Azimuth Capital Investment Management's iShares Gold Trust position peaked at $2.53M in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.