DGS Capital Management’s iShares Gold Trust IAU Stock Holding History

DGS Capital Management’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	$888K	Buy	10,073 +2,822	+39%	+$259K	0.15%	132
2025 Q4	$589K	Sell	7,251 -23	-0.3%	-$1.8K	0.1%	181
2025 Q3	$529K	Sell	7,274 -119	-2%	-$7.76K	0.1%	180
2025 Q2	$461K	Sell	7,393 -1,554	-17%	-$96.3K	0.1%	185
2025 Q1	$528K	Buy	8,947 +51	+0.6%	+$2.76K	0.14%	156
2024 Q4	$440K	Buy	8,896 +177	+2%	+$8.89K	0.11%	164
2024 Q3	$433K	Sell	8,719 -102	-1%	-$4.77K	0.12%	175
2024 Q2	$388K	Buy	8,821 +271	+3%	+$12K	0.11%	170
2024 Q1	$359K	Buy	8,550 +99	+1%	+$3.88K	0.1%	181
2023 Q4	$330K	Buy	8,451 +172	+2%	+$6.44K	0.13%	152
2023 Q3	$290K	Sell	8,279 -211	-2%	-$7.7K	0.14%	157
2023 Q2	$309K	Buy	+8,490	New	+$318K	0.15%	147

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

DGS Capital Management's IAU Position: Q1 2026 in Review

DGS Capital Management increased its iShares Gold Trust (IAU) stake by 39% in Q1 2026, buying an estimated $259K and bringing the position to 10,073 shares worth $888K. The position accounts for 0.15% of the portfolio, ranked #132.

DGS Capital Management first reported a position in IAU in Q2 2023 and has held it in 12 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

DGS Capital Management held 10,073 shares of iShares Gold Trust worth $888K as of Q1 2026.
DGS Capital Management bought 2,822 iShares Gold Trust shares in Q1 2026, an estimated $259K.
iShares Gold Trust made up 0.15% of DGS Capital Management's portfolio in Q1 2026, its #132 holding.
DGS Capital Management first reported a position in iShares Gold Trust in Q2 2023 and has held it in 12 quarters since.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.