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Courier Capital’s iShares Gold Trust IAU Stock Holding History

Courier 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 		$3.21M Sell
42,474
-185
-0.4% -$15.7K 0.16% 126
2026
Q1 		$3.76M Sell
42,659
-4,984
-10% -$457K 0.21% 108
2025
Q4 		$3.87M Sell
47,643
-4,627
-9% -$362K 0.22% 106
2025
Q3 		$3.8M Sell
52,270
-648
-1% -$42.3K 0.22% 105
2025
Q2 		$3.3M Buy
52,918
+8,642
+20% +$536K 0.2% 111
2025
Q1 		$2.61M Buy
44,276
+26,825
+154% +$1.45M 0.17% 128
2024
Q4 		$864K Buy
+17,451
New +$877K 0.06% 203

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Courier Capital's IAU Position: Q2 2026 in Review

Courier Capital reduced its iShares Gold Trust (IAU) stake by 0.43% in Q2 2026, selling an estimated $15.7K and leaving 42,474 shares worth $3.21M. The position accounts for 0.16% of the portfolio, ranked #126.

Courier Capital first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q4 2025. 943 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Courier Capital held 42,474 shares of iShares Gold Trust worth $3.21M as of Q2 2026.
  • Courier Capital sold 185 iShares Gold Trust shares in Q2 2026, an estimated $15.7K.
  • iShares Gold Trust made up 0.16% of Courier Capital's portfolio in Q2 2026, its #126 holding.
  • Courier Capital first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Courier Capital's iShares Gold Trust position peaked at $3.87M in Q4 2025.
  • 943 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.