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Clarkston Capital Partners’s iShares Gold Trust IAU Stock Holding History

Clarkston Capital Partners’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
Q1 		– Sell
-2,925
Closed -$237K – 135
2025
Q4 		$237K Hold
2,925
– – 0.01% 165
2025
Q3 		$213K Buy
+2,925
New +$191K ﹤0.01% 155
2021
Q2 		– Sell
-5,067
Closed -$165K – 183
2021
Q1 		$165K Hold
5,067
– – ﹤0.01% 148
2020
Q4 		$184K Buy
+5,067
New +$181K ﹤0.01% 115

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clarkston Capital Partners's IAU Position: Q1 2026 in Review

Clarkston Capital Partners sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,925 shares — an estimated $237K sold.

Clarkston Capital Partners first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Clarkston Capital Partners reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Clarkston Capital Partners sold 2,925 iShares Gold Trust shares in Q1 2026, an estimated $237K.
  • Clarkston Capital Partners first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
  • Clarkston Capital Partners's iShares Gold Trust position peaked at $237K in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.