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 Q2	$1.06M	Buy	14,060 +1,817	+15%	+$154K	0.02%	444
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Curi RMB Capital's IAU Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $154K and bringing the position to 14,060 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #444.

Curi RMB Capital first reported a position in IAU in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Curi RMB Capital held 14,060 shares of iShares Gold Trust worth $1.06M as of Q2 2026.
Curi RMB Capital bought 1,817 iShares Gold Trust shares in Q2 2026, an estimated $154K.
iShares Gold Trust made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #444 holding.
Curi RMB Capital first reported a position in iShares Gold Trust in Q1 2023 and has held it in 7 quarters since.
Curi RMB Capital's iShares Gold Trust position peaked at $1.08M in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.