Caldwell Sutter Capital’s iShares Gold Trust IAU Stock Holding History

Caldwell Sutter 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	$258K	Sell	3,421 -144	-4%	-$12.2K	0.1%	191
2026 Q1	$314K	Hold	3,565	–	–	0.13%	166
2025 Q4	$289K	Hold	3,565	–	–	0.12%	166
2025 Q3	$259K	Hold	3,565	–	–	0.11%	175
2025 Q2	$222K	Hold	3,565	–	–	0.1%	186
2025 Q1	$210K	Hold	3,565	–	–	0.1%	189
2024 Q4	$177K	Hold	3,565	–	–	0.08%	215
2024 Q3	$177K	Hold	3,565	–	–	0.08%	218
2024 Q2	$157K	Hold	3,565	–	–	0.08%	227
2024 Q1	$150K	Hold	3,565	–	–	0.07%	234
2023 Q4	$139K	Buy	3,565 +810	+29%	+$30.3K	0.07%	230
2023 Q3	$96.4K	Hold	2,755	–	–	0.05%	260
2023 Q2	$100K	Buy	+2,755	New	+$103K	0.05%	252

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

Caldwell Sutter Capital's IAU Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Gold Trust (IAU) stake by 4% in Q2 2026, selling an estimated $12.2K and leaving 3,421 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #191.

Caldwell Sutter Capital first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $314K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Caldwell Sutter Capital held 3,421 shares of iShares Gold Trust worth $258K as of Q2 2026.
Caldwell Sutter Capital sold 144 iShares Gold Trust shares in Q2 2026, an estimated $12.2K.
iShares Gold Trust made up 0.1% of Caldwell Sutter Capital's portfolio in Q2 2026, its #191 holding.
Caldwell Sutter Capital first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares Gold Trust position peaked at $314K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.