Blue Capital Inc’s iShares Gold Trust IAU Stock Holding History

Blue Capital Inc’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	$309K	Sell	3,510 -168	-5%	-$15.4K	0.2%	81
2025 Q4	$299K	Buy	+3,678	New	+$288K	0.21%	74

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Blue Capital Inc's IAU Position: Q1 2026 in Review

Blue Capital Inc reduced its iShares Gold Trust (IAU) stake by 4.6% in Q1 2026, selling an estimated $15.4K and leaving 3,510 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #81.

Blue Capital Inc first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Blue Capital Inc held 3,510 shares of iShares Gold Trust worth $309K as of Q1 2026.
Blue Capital Inc sold 168 iShares Gold Trust shares in Q1 2026, an estimated $15.4K.
iShares Gold Trust made up 0.2% of Blue Capital Inc's portfolio in Q1 2026, its #81 holding.
Blue Capital Inc first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.