Chicago Capital
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Chicago Capital’s iShares Gold Trust IAU Stock Holding History

Chicago 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
Q3 		$232K Hold
2,974
– – 0.01% 347
2026
Q2 		$225K Buy
2,974
+168
+6% +$14.3K 0.01% 346
2026
Q1 		$247K Hold
2,806
– – 0.01% 326
2025
Q4 		$228K Hold
2,806
– – 0.01% 334
2025
Q3 		$204K Buy
+2,806
New +$183K 0.01% 352

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Chicago Capital's IAU Position: Q3 2026 in Review

Chicago Capital held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,974 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #347.

Chicago Capital first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $247K in Q1 2026. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Chicago Capital held 2,974 shares of iShares Gold Trust worth $232K as of Q3 2026.
  • Chicago Capital left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #347 holding.
  • Chicago Capital first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Chicago Capital's iShares Gold Trust position peaked at $247K in Q1 2026.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.