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DMC Group’s iShares Gold Trust IAU Stock Holding History

DMC Group’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 		$1.17M Sell
15,478
-2,592
-14% -$220K 0.8% 34
2026
Q1 		$1.59M Sell
18,070
-1,061
-6% -$97.3K 1.08% 21
2025
Q4 		$1.55M Buy
19,131
+2,549
+15% +$199K 1.04% 25
2025
Q3 		$1.21M Sell
16,582
-1,051
-6% -$68.6K 0.84% 34
2025
Q2 		$1.1M Sell
17,633
-17,191
-49% -$1.07M 0.85% 32
2025
Q1 		$2.05M Buy
34,824
+25,037
+256% +$1.35M 1.67% 11
2024
Q4 		$485K Sell
9,787
-3,143
-24% -$158K 0.39% 82
2024
Q3 		$643K Buy
12,930
+3,399
+36% +$159K 0.52% 66
2024
Q2 		$419K Buy
9,531
+429
+5% +$19K 0.36% 81
2024
Q1 		$382K Sell
9,102
-528
-5% -$20.7K 0.33% 90
2023
Q4 		$376K Sell
9,630
-80
-0.8% -$2.99K 0.36% 87
2023
Q3 		$340K Buy
9,710
+1,485
+18% +$54.2K 0.32% 87
2023
Q2 		$299K Buy
8,225
+74
+0.9% +$2.77K 0.3% 97
2023
Q1 		$307K Buy
8,151
+437
+6% +$15.7K 0.31% 94
2022
Q4 		$269K Buy
7,714
+823
+12% +$27K 0.3% 94
2022
Q3 		$222K Buy
+6,891
New +$226K 0.27% 99

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DMC Group's IAU Position: Q2 2026 in Review

DMC Group reduced its iShares Gold Trust (IAU) stake by 14% in Q2 2026, selling an estimated $220K and leaving 15,478 shares worth $1.17M. The position accounts for 0.8% of the portfolio, ranked #34.

DMC Group first reported a position in IAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DMC Group held 15,478 shares of iShares Gold Trust worth $1.17M as of Q2 2026.
  • DMC Group sold 2,592 iShares Gold Trust shares in Q2 2026, an estimated $220K.
  • iShares Gold Trust made up 0.8% of DMC Group's portfolio in Q2 2026, its #34 holding.
  • DMC Group first reported a position in iShares Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • DMC Group's iShares Gold Trust position peaked at $2.05M in Q1 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.