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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DLK Investment Management's IAU Position: Q2 2026 in Review

DLK Investment Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 6,641 shares worth $292K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in IAU as recently as Q3 2024.

DLK Investment Management first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. The position peaked at $330K in Q3 2024. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DLK Investment Management held 6,641 shares of iShares Gold Trust worth $292K as of Q2 2026.
  • iShares Gold Trust was a new DLK Investment Management position in Q2 2026.
  • iShares Gold Trust made up 0.12% of DLK Investment Management's portfolio in Q2 2026, its #66 holding.
  • DLK Investment Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • DLK Investment Management's iShares Gold Trust position peaked at $330K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.