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Berkeley Capital Partners’s iShares Gold Trust IAU Stock Holding History

Berkeley Capital Partners’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 		$729K Sell
8,269
-206
-2% -$18.9K 0.17% 110
2025
Q4 		$688K Sell
8,475
-408
-5% -$31.9K 0.16% 113
2025
Q3 		$646K Buy
8,883
+206
+2% +$13.4K 0.15% 109
2025
Q2 		$541K Sell
8,677
-294
-3% -$18.2K 0.14% 119
2025
Q1 		$529K Sell
8,971
-599
-6% -$32.4K 0.15% 112
2024
Q4 		$474K Buy
9,570
+310
+3% +$15.6K 0.13% 121
2024
Q3 		$460K Buy
9,260
+258
+3% +$12.1K 0.13% 122
2024
Q2 		$395K Sell
9,002
-304
-3% -$13.4K 0.12% 129
2024
Q1 		$391K Sell
9,306
-90
-1% -$3.53K 0.12% 129
2023
Q4 		$367K Buy
9,396
+353
+4% +$13.2K 0.12% 126
2023
Q3 		$316K Sell
9,043
-100
-1% -$3.65K 0.11% 120
2023
Q2 		$333K Buy
9,143
+50
+0.5% +$1.87K 0.12% 118
2023
Q1 		$340K Buy
9,093
+98
+1% +$3.52K 0.13% 110
2022
Q4 		$311K Buy
8,995
+199
+2% +$6.54K 0.12% 116
2022
Q3 		$277K Sell
8,796
-773
-8% -$25.3K 0.12% 108
2022
Q2 		$328K Buy
9,569
+450
+5% +$16K 0.14% 107
2022
Q1 		$336K Buy
+9,119
New +$326K 0.13% 115
2021
Q4 		– Sell
-6,727
Closed -$225K – 143
2021
Q3 		$225K Buy
+6,727
New +$229K 0.1% 128
2021
Q2 		– Sell
-5,596
Closed -$182K – 135
2021
Q1 		$182K Sell
5,596
-4,125
-42% -$141K 0.09% 117
2020
Q4 		$352K Sell
9,721
-1,675
-15% -$60K 0.18% 78
2020
Q3 		$410K Sell
11,396
-3,384
-23% -$124K 0.25% 63
2020
Q2 		$502K Sell
14,780
-3,091
-17% -$101K 0.31% 55
2020
Q1 		$539K Buy
+17,871
New +$540K 0.37% 57

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

Berkeley Capital Partners's IAU Position: Q1 2026 in Review

Berkeley Capital Partners reduced its iShares Gold Trust (IAU) stake by 2.4% in Q1 2026, selling an estimated $18.9K and leaving 8,269 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #110.

Berkeley Capital Partners first reported a position in IAU in Q1 2020 and has held it in 23 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Berkeley Capital Partners held 8,269 shares of iShares Gold Trust worth $729K as of Q1 2026.
  • Berkeley Capital Partners sold 206 iShares Gold Trust shares in Q1 2026, an estimated $18.9K.
  • iShares Gold Trust made up 0.17% of Berkeley Capital Partners's portfolio in Q1 2026, its #110 holding.
  • Berkeley Capital Partners first reported a position in iShares Gold Trust in Q1 2020 and has held it in 23 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.