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Curi RMB Capital’s iShares Gold Trust IAU Stock Holding History

Curi RMB 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
Q1 		$1.08M Buy
12,243
+92
+0.8% +$8.44K 0.02% 428
2025
Q4 		$986K Buy
12,151
+2,911
+32% +$228K 0.02% 462
2025
Q3 		$672K Sell
9,240
-219
-2% -$14.3K 0.01% 471
2025
Q2 		$590K Buy
+9,459
New +$586K 0.01% 488
2023
Q3 		– Sell
-7,483
Closed -$272K – 509
2023
Q2 		$272K Buy
7,483
+1,214
+19% +$45.5K 0.01% 450
2023
Q1 		$234K Buy
+6,269
New +$225K 0.01% 452

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Curi RMB Capital's IAU Position: Q1 2026 in Review

Curi RMB Capital increased its iShares Gold Trust (IAU) stake by 0.76% in Q1 2026, buying an estimated $8.44K and bringing the position to 12,243 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #428.

Curi RMB Capital first reported a position in IAU in Q1 2023 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Curi RMB Capital held 12,243 shares of iShares Gold Trust worth $1.08M as of Q1 2026.
  • Curi RMB Capital bought 92 iShares Gold Trust shares in Q1 2026, an estimated $8.44K.
  • iShares Gold Trust made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #428 holding.
  • Curi RMB Capital first reported a position in iShares Gold Trust in Q1 2023 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.