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Brave Asset Management’s iShares Gold Trust IAU Stock Holding History

Brave Asset 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 		– Sell
-172,049
Closed -$15.2M – 155
2026
Q1 		$15.2M Sell
172,049
-9,057
-5% -$831K 3.55% 9
2025
Q4 		$14.7M Sell
181,106
-4,999
-3% -$391K 3.46% 11
2025
Q3 		$13.5M Buy
186,105
+23,507
+14% +$1.53M 3.28% 11
2025
Q2 		$10.1M Buy
162,598
+7,892
+5% +$489K 2.74% 12
2025
Q1 		$9.12M Sell
154,706
-1,137
-0.7% -$61.5K 2.84% 11
2024
Q4 		$7.72M Sell
155,843
-370,693
-70% -$18.6M 2.45% 12
2024
Q3 		$26.2M Buy
+526,536
New +$24.6M 6.35% 4
2023
Q4 		– Sell
-377,099
Closed -$13.2M – 161
2023
Q3 		$13.2M Buy
377,099
+9,771
+3% +$357K 4.03% 9
2023
Q2 		$13.4M Buy
+367,328
New +$13.8M 3.92% 10
2023
Q1 		– Sell
-411,873
Closed -$14.2M – 155
2022
Q4 		$14.2M Buy
+411,873
New +$13.5M 4.82% 5
2022
Q3 		– Sell
-8,445
Closed -$290K – 153
2022
Q2 		$290K Sell
8,445
-393,569
-98% -$14M 0.13% 90
2022
Q1 		$14.8M Buy
+402,014
New +$14.4M 5.1% 5
2021
Q3 		– Sell
-227,160
Closed -$7.66M – 157
2021
Q2 		$7.66M Buy
227,160
+68,246
+43% +$2.36M 2.25% 13
2021
Q1 		$5.17M Buy
+158,914
New +$5.43M 1.74% 17

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

Brave Asset Management's IAU Position: Q2 2026 in Review

Brave Asset Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 172,049 shares — an estimated $15.2M sold.

Brave Asset Management first reported a position in IAU in Q1 2021 and held it in 14 quarters. The position peaked at $26.2M in Q3 2024. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Brave Asset Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Brave Asset Management sold 172,049 iShares Gold Trust shares in Q2 2026, an estimated $15.2M.
  • Brave Asset Management first reported a position in iShares Gold Trust in Q1 2021 and held it in 14 quarters.
  • Brave Asset Management's iShares Gold Trust position peaked at $26.2M in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.