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Catawba River Capital’s iShares Gold Trust IAU Stock Holding History

Catawba River 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 		$445K Hold
5,898
– – 0.2% 22
2026
Q1 		$529K Sell
5,898
-2,850
-33% -$261K 0.25% 22
2025
Q4 		$710K Sell
8,748
-415
-5% -$32.5K 0.32% 19
2025
Q3 		$667K Hold
9,163
– – 0.3% 20
2025
Q2 		$571K Hold
9,163
– – 0.29% 18
2025
Q1 		$540K Sell
9,163
-200
-2% -$10.8K 0.33% 19
2024
Q4 		$464K Hold
9,363
– – 0.28% 18
2024
Q3 		$465K Hold
9,363
– – 0.29% 18
2024
Q2 		$411K Sell
9,363
-112
-1% -$4.95K 0.25% 20
2024
Q1 		$398K Sell
9,475
-130
-1% -$5.1K 0.23% 19
2023
Q4 		$375K Sell
9,605
-689
-7% -$25.8K 0.26% 18
2023
Q3 		$360K Sell
10,294
-375
-4% -$13.7K 0.28% 19
2023
Q2 		$388K Sell
10,669
-125
-1% -$4.69K 0.31% 20
2023
Q1 		$403K Hold
10,794
– – 0.37% 20
2022
Q4 		$373K Hold
10,794
– – 0.39% 19
2022
Q3 		$340K Hold
10,794
– – 0.4% 16
2022
Q2 		$370K Hold
10,794
– – 0.49% 15
2022
Q1 		$398K Sell
10,794
-235
-2% -$8.39K 0.26% 25
2021
Q4 		$384K Sell
11,029
-425
-4% -$14.5K 0.23% 26
2021
Q3 		$383K Sell
11,454
-1,438
-11% -$49K 0.24% 27
2021
Q2 		$435K Sell
12,892
-65
-0.5% -$2.25K 0.27% 26
2021
Q1 		$421K Buy
12,957
+1,941
+18% +$66.3K 0.28% 28
2020
Q4 		$399K Buy
+11,016
New +$394K 0.28% 29

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

Catawba River Capital's IAU Position: Q2 2026 in Review

Catawba River Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,898 shares worth $445K. The position accounts for 0.2% of the portfolio, ranked #22.

Catawba River Capital first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $710K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Catawba River Capital held 5,898 shares of iShares Gold Trust worth $445K as of Q2 2026.
  • Catawba River Capital left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.2% of Catawba River Capital's portfolio in Q2 2026, its #22 holding.
  • Catawba River Capital first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Catawba River Capital's iShares Gold Trust position peaked at $710K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Catawba River Capital's 13F filing for Q2 2026, filed 22 Jul 2026.