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Bear Mountain Capital’s iShares Gold Trust IAU Stock Holding History

Bear Mountain 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 		$4.8K Hold
63
– – ﹤0.01% 104
2026
Q1 		$5.71K Hold
63
– – ﹤0.01% 108
2025
Q4 		$5.46K Hold
63
– – ﹤0.01% 111
2025
Q3 		$4.88K Buy
+63
New +$4.11K ﹤0.01% 127

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

Bear Mountain Capital's IAU Position: Q2 2026 in Review

Bear Mountain Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 63 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #104.

Bear Mountain Capital first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.71K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bear Mountain Capital held 63 shares of iShares Gold Trust worth $4.8K as of Q2 2026.
  • Bear Mountain Capital left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #104 holding.
  • Bear Mountain Capital first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Bear Mountain Capital's iShares Gold Trust position peaked at $5.71K in Q1 2026.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.