Beacon Capital Management LLC (Tennessee)’s iShares Gold Trust IAU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-4,624	Closed	-$408K	–	182
2026 Q1	$408K	Buy	4,624 +2,105	+84%	+$193K	0.07%	104
2025 Q4	$204K	Buy	+2,519	New	+$197K	0.03%	151
2025 Q3	–	Sell	-750	Closed	-$46.8K	–	527
2025 Q2	$46.8K	Buy	750 +245	+49%	+$15.2K	0.01%	343
2025 Q1	$29.8K	Hold	505	–	–	﹤0.01%	403
2024 Q4	$25K	Sell	505 -7,895	-94%	-$397K	﹤0.01%	428
2024 Q3	$417K	Hold	8,400	–	–	0.06%	70
2024 Q2	$369K	Buy	8,400 +5,240	+166%	+$232K	0.07%	65
2024 Q1	$133K	Buy	3,160 +2,655	+526%	+$104K	0.03%	139
2023 Q4	$17.7K	Hold	505	–	–	0.01%	410
2023 Q3	$18.4K	Hold	505	–	–	﹤0.01%	422
2023 Q2	$18.4K	Hold	505	–	–	﹤0.01%	422
2023 Q1	$18.9K	Sell	505 -64	-11%	-$2.3K	0.01%	372
2022 Q4	$19.7K	Sell	569 -40	-7%	-$1.31K	0.01%	377
2022 Q3	$21K	Buy	609 +104	+21%	+$3.41K	0.01%	333
2022 Q2	$19K	Hold	505	–	–	﹤0.01%	411
2022 Q1	$19K	Buy	+505	New	+$18K	﹤0.01%	411

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

Beacon Capital Management LLC (Tennessee)'s IAU Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 4,624 shares — an estimated $408K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IAU in Q1 2022 and held it in 16 quarters. The position peaked at $417K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 4,624 iShares Gold Trust shares in Q2 2026, an estimated $408K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Gold Trust in Q1 2022 and held it in 16 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Gold Trust position peaked at $417K in Q3 2024.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.