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

Brookstone 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	$19.5M	Buy	258,296 +9,915	+4%	+$842K	0.2%	130
2026 Q1	$21.9M	Sell	248,381 -41,391	-14%	-$3.8M	0.25%	105
2025 Q4	$23.5M	Sell	289,772 -10,341	-3%	-$809K	0.27%	94
2025 Q3	$21.8M	Buy	300,113 +12,207	+4%	+$796K	0.26%	96
2025 Q2	$18M	Sell	287,906 -9,077	-3%	-$562K	0.24%	100
2025 Q1	$17.5M	Buy	296,983 +21,585	+8%	+$1.17M	0.25%	99
2024 Q4	$13.6M	Buy	275,398 +22,803	+9%	+$1.15M	0.2%	120
2024 Q3	$12.6M	Sell	252,595 -141	-0.1%	-$6.6K	0.19%	128
2024 Q2	$11.7M	Sell	252,736 -35,884	-12%	-$1.59M	0.19%	121
2024 Q1	$12.1M	Sell	288,620 -10,086	-3%	-$395K	0.22%	112
2023 Q4	$11.7M	Sell	298,706 -1,042	-0.3%	-$39K	0.23%	120
2023 Q3	$11.2M	Sell	299,748 -6,505	-2%	-$237K	0.25%	118
2023 Q2	$11.2M	Buy	306,253 +1,342	+0.4%	+$50.3K	0.22%	124
2023 Q1	$11.5M	Sell	304,911 -465,788	-60%	-$16.7M	0.22%	124
2022 Q4	$27.3M	Sell	770,699 -87,479	-10%	-$2.87M	0.55%	48
2022 Q3	$27.3M	Sell	858,178 -31,106	-3%	-$1.02M	0.63%	38
2022 Q2	$29.4M	Buy	+889,284	New	+$31.6M	0.65%	39
2022 Q1	–	Sell	-968,011	Closed	-$33.1M	–	802
2021 Q4	$33.1M	Buy	968,011 +75,070	+8%	+$2.57M	0.57%	52
2021 Q3	$30.5M	Sell	892,941 -37,090	-4%	-$1.26M	0.55%	53
2021 Q2	$32M	Buy	930,031 +327,985	+54%	+$11.3M	0.57%	51
2021 Q1	$19.6M	Buy	602,046 +71,188	+13%	+$2.43M	0.75%	35
2020 Q4	$19.2M	Buy	530,858 +51,564	+11%	+$1.85M	0.77%	30
2020 Q3	$17.2M	Buy	+479,294	New	+$17.5M	0.8%	28
2019 Q1	–	Sell	-6,023	Closed	-$148K	–	414
2018 Q4	$148K	Buy	6,023 +856	+17%	+$20.2K	0.01%	289
2018 Q3	$118K	Buy	+5,167	New	+$120K	0.01%	391
2017 Q4	–	Sell	-242,418	Closed	-$5.97M	–	330
2017 Q3	$5.97M	Buy	+242,418	New	+$5.96M	0.54%	64
2015 Q4	–	Sell	-1,890	Closed	-$41K	–	479
2015 Q3	$41K	Sell	1,890 -42	-2%	-$913	0.01%	472
2015 Q2	$44K	Buy	+1,932	New	+$44.6K	0.01%	528

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Brookstone Capital Management increased its iShares Gold Trust (IAU) stake by 4% in Q2 2026, buying an estimated $842K and bringing the position to 258,296 shares worth $19.5M. The position accounts for 0.2% of the portfolio, ranked #130.

Brookstone Capital Management first reported a position in IAU in Q2 2015 and has held it in 28 quarters since. The position peaked at $33.1M in Q4 2021. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Brookstone Capital Management held 258,296 shares of iShares Gold Trust worth $19.5M as of Q2 2026.
Brookstone Capital Management bought 9,915 iShares Gold Trust shares in Q2 2026, an estimated $842K.
iShares Gold Trust made up 0.2% of Brookstone Capital Management's portfolio in Q2 2026, its #130 holding.
Brookstone Capital Management first reported a position in iShares Gold Trust in Q2 2015 and has held it in 28 quarters since.
Brookstone Capital Management's iShares Gold Trust position peaked at $33.1M in Q4 2021.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.