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

Boreal 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 		$97.3K Buy
+1,289
New +$109K 0.07% 146
2026
Q1 		– Sell
-2,199
Closed -$202K – 147
2025
Q4 		$178K Sell
2,199
-906
-29% -$70.9K 0.13% 132
2025
Q3 		$226K Sell
3,105
-500
-14% -$32.6K 0.18% 123
2025
Q2 		$225K Buy
+3,605
New +$223K 0.19% 126

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

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

Boreal Capital Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 1,289 shares worth $97.3K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in IAU as recently as Q4 2025.

Boreal Capital Management first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $226K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Boreal Capital Management held 1,289 shares of iShares Gold Trust worth $97.3K as of Q2 2026.
  • iShares Gold Trust was a new Boreal Capital Management position in Q2 2026.
  • iShares Gold Trust made up 0.07% of Boreal Capital Management's portfolio in Q2 2026, its #146 holding.
  • Boreal Capital Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares Gold Trust position peaked at $226K in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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