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Bryn Mawr Capital Management’s iShares Gold Trust IAU Stock Holding History

Bryn Mawr 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 		$3.7M Sell
48,949
-316
-0.6% -$26.8K 0.16% 120
2026
Q1 		$4.34M Sell
49,265
-482
-1% -$44.2K 0.21% 108
2025
Q4 		$4.04M Sell
49,747
-2,356
-5% -$184K 0.19% 105
2025
Q3 		$3.79M Buy
52,103
+193
+0.4% +$12.6K 0.19% 109
2025
Q2 		$3.24M Buy
51,910
+23,054
+80% +$1.43M 0.18% 109
2025
Q1 		$1.7M Buy
28,856
+17,265
+149% +$934K 0.1% 154
2024
Q4 		$574K Sell
11,591
-25
-0.2% -$1.26K 0.03% 270
2024
Q3 		$577K Sell
11,616
-249
-2% -$11.7K 0.03% 264
2024
Q2 		$530K Sell
11,865
-8,428
-42% -$372K 0.03% 270
2024
Q1 		$514K Buy
20,293
+5,130
+34% +$201K 0.03% 279
2023
Q4 		$592K Sell
15,163
-2,106
-12% -$78.8K 0.04% 264
2023
Q3 		$604K Buy
17,269
+10,828
+168% +$395K 0.04% 259
2023
Q2 		$234K Hold
6,441
– – 0.02% 266
2023
Q1 		$241K Hold
6,441
– – 0.03% 252
2022
Q4 		$223K Buy
+6,441
New +$212K 0.02% 252
2020
Q4 		– Sell
-5,264
Closed -$189K – 96
2020
Q3 		$189K Hold
5,264
– – 0.11% 86
2020
Q2 		$179K Hold
5,264
– – 0.11% 83
2020
Q1 		$159K Buy
+5,264
New +$159K 0.11% 73
2019
Q4 		– Sell
-5,763
Closed -$163K – 91
2019
Q3 		$163K Buy
+5,763
New +$163K 0.14% 77

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

Bryn Mawr Capital Management's IAU Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its iShares Gold Trust (IAU) stake by 0.64% in Q2 2026, selling an estimated $26.8K and leaving 48,949 shares worth $3.7M. The position accounts for 0.16% of the portfolio, ranked #120.

Bryn Mawr Capital Management first reported a position in IAU in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.34M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bryn Mawr Capital Management held 48,949 shares of iShares Gold Trust worth $3.7M as of Q2 2026.
  • Bryn Mawr Capital Management sold 316 iShares Gold Trust shares in Q2 2026, an estimated $26.8K.
  • iShares Gold Trust made up 0.16% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #120 holding.
  • Bryn Mawr Capital Management first reported a position in iShares Gold Trust in Q3 2019 and has held it in 19 quarters since.
  • Bryn Mawr Capital Management's iShares Gold Trust position peaked at $4.34M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.