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DLK Investment Management’s iShares Gold Trust IAU Stock Holding History

DLK Investment 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
Q3 		– Sell
-6,641
Closed -$292K – 112
2026
Q2 		$292K Buy
+6,641
New +$564K 0.12% 66
2024
Q4 		– Sell
-6,641
Closed -$330K – 100
2024
Q3 		$330K Hold
6,641
– – 0.13% 67
2024
Q2 		$292K Hold
6,641
– – 0.12% 68
2024
Q1 		$279K Hold
6,641
– – 0.12% 68
2023
Q4 		$259K Buy
+6,641
New +$248K 0.12% 68

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

DLK Investment Management's IAU Position: Q3 2026 in Review

DLK Investment Management sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 6,641 shares — an estimated $292K sold.

DLK Investment Management first reported a position in IAU in Q4 2023 and held it in 5 quarters. The position peaked at $330K in Q3 2024. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • DLK Investment Management reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 6,641 iShares Gold Trust shares in Q3 2026, an estimated $292K.
  • DLK Investment Management first reported a position in iShares Gold Trust in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's iShares Gold Trust position peaked at $330K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.