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

Blue Fin 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	$1.02M	Hold	13,554	–	–	0.15%	81
2026 Q1	$1.19M	Sell	13,554 -1,842	-12%	-$169K	0.2%	72
2025 Q4	$1.25M	Hold	15,396	–	–	0.19%	69
2025 Q3	$1.12M	Sell	15,396 -112	-0.7%	-$7.31K	0.18%	76
2025 Q2	$967K	Hold	15,508	–	–	0.16%	79
2025 Q1	$914K	Hold	15,508	–	–	0.18%	79
2024 Q4	$768K	Hold	15,508	–	–	0.14%	85
2024 Q3	$771K	Hold	15,508	–	–	0.15%	86
2024 Q2	$681K	Hold	15,508	–	–	0.14%	87
2024 Q1	$651K	Hold	15,508	–	–	0.15%	85
2023 Q4	$605K	Buy	+15,508	New	+$580K	0.16%	87

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Blue Fin Capital's IAU Position: Q2 2026 in Review

Blue Fin Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 13,554 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #81.

Blue Fin Capital first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Blue Fin Capital held 13,554 shares of iShares Gold Trust worth $1.02M as of Q2 2026.
Blue Fin Capital left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.15% of Blue Fin Capital's portfolio in Q2 2026, its #81 holding.
Blue Fin Capital first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Blue Fin Capital's iShares Gold Trust position peaked at $1.25M in Q4 2025.
1,073 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.