Beck Capital Management’s iShares Gold Trust IAU Stock Holding History

Beck Capital 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	$6.48M	Sell	85,868 -2,192	-2%	-$186K	1.19%	33
2026 Q1	$7.76M	Buy	88,060 +16	+0%	+$1.47K	1.78%	16
2025 Q4	$7.15M	Buy	88,044 +2,716	+3%	+$212K	1.7%	14
2025 Q3	$6.21M	Sell	85,328 -1,701	-2%	-$111K	1.43%	24
2025 Q2	$5.43M	Buy	87,029 +70,373	+423%	+$4.36M	1.35%	25
2025 Q1	$982K	Buy	+16,656	New	+$901K	0.29%	77
2022 Q3	–	Sell	-33,706	Closed	-$1.16M	–	134
2022 Q2	$1.16M	Buy	+33,706	New	+$1.2M	0.52%	68
2020 Q1	–	Sell	-179,683	Closed	-$5.21M	–	86
2019 Q4	$5.21M	Buy	179,683 +64,057	+55%	+$1.82M	2.55%	7
2019 Q3	$3.26M	Buy	115,626 +88,098	+320%	+$2.48M	1.77%	22
2019 Q2	$743K	Sell	27,528 -1,910	-6%	-$47.9K	0.39%	56
2019 Q1	$729K	Buy	29,438 +1,622	+6%	+$40.5K	0.35%	65
2018 Q4	$684K	Buy	27,816 +5,138	+23%	+$121K	0.59%	40
2018 Q3	$518K	Buy	+22,678	New	+$527K	0.22%	69

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

Beck Capital Management's IAU Position: Q2 2026 in Review

Beck Capital Management reduced its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, selling an estimated $186K and leaving 85,868 shares worth $6.48M. The position accounts for 1.19% of the portfolio, ranked #33.

Beck Capital Management first reported a position in IAU in Q3 2018 and has held it in 13 quarters since. The position peaked at $7.76M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Beck Capital Management held 85,868 shares of iShares Gold Trust worth $6.48M as of Q2 2026.
Beck Capital Management sold 2,192 iShares Gold Trust shares in Q2 2026, an estimated $186K.
iShares Gold Trust made up 1.19% of Beck Capital Management's portfolio in Q2 2026, its #33 holding.
Beck Capital Management first reported a position in iShares Gold Trust in Q3 2018 and has held it in 13 quarters since.
Beck Capital Management's iShares Gold Trust position peaked at $7.76M in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.