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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Azimuth Capital Investment Management's IAU Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its iShares Gold Trust (IAU) stake by 4.1% in Q1 2026, buying an estimated $103K and bringing the position to 28,649 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #176.

Azimuth Capital Investment Management first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Azimuth Capital Investment Management held 28,649 shares of iShares Gold Trust worth $2.53M as of Q1 2026.
  • Azimuth Capital Investment Management bought 1,125 iShares Gold Trust shares in Q1 2026, an estimated $103K.
  • iShares Gold Trust made up 0.1% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #176 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.