First City Capital Management’s iShares Gold Trust IAU Stock Holding History

First City 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 Q2	$539K	Buy	7,139 +6	+0.1%	+$509	0.26%	96
2026 Q1	$629K	Sell	7,133 -60	-0.8%	-$5.5K	0.33%	83
2025 Q4	$584K	Sell	7,193 -50	-0.7%	-$3.91K	0.31%	84
2025 Q3	$527K	Hold	7,243	–	–	0.28%	91
2025 Q2	$452K	Hold	7,243	–	–	0.26%	102
2025 Q1	$427K	Sell	7,243 -300	-4%	-$16.2K	0.26%	101
2024 Q4	$373K	Hold	7,543	–	–	0.2%	115
2024 Q3	$375K	Hold	7,543	–	–	0.19%	117
2024 Q2	$331K	Hold	7,543	–	–	0.19%	123
2024 Q1	$317K	Sell	7,543 -325	-4%	-$12.7K	0.18%	135
2023 Q4	$307K	Hold	7,868	–	–	0.18%	132
2023 Q3	$275K	Hold	7,868	–	–	0.17%	138
2023 Q2	$286K	Hold	7,868	–	–	0.17%	140
2023 Q1	$297K	Sell	7,868 -257	-3%	-$9.22K	0.17%	136
2022 Q4	$281K	Sell	8,125 -1,000	-11%	-$32.8K	0.17%	133
2022 Q3	$288K	Hold	9,125	–	–	0.19%	127
2022 Q2	$313K	Sell	9,125 -257	-3%	-$9.14K	0.19%	127
2022 Q1	$346K	Hold	9,382	–	–	0.19%	127
2021 Q4	$323K	Buy	9,382 +2,000	+27%	+$68.4K	0.18%	128
2021 Q3	$247K	Hold	7,382	–	–	0.14%	148
2021 Q2	$246K	Sell	7,382 -1	-0%	-$35	0.14%	148
2021 Q1	$256K	Buy	7,383 +538	+8%	+$18.4K	0.15%	139
2020 Q4	$238K	Sell	6,845 -4,813	-41%	-$172K	0.15%	140
2020 Q3	$422K	Buy	11,658 +4,813	+70%	+$176K	0.16%	130
2020 Q2	$233K	Sell	6,845 -538	-7%	-$17.6K	0.18%	126
2020 Q1	$223K	Hold	7,383	–	–	0.22%	104
2019 Q4	$214K	Hold	7,383	–	–	0.15%	132
2019 Q3	$208K	Buy	7,383 +538	+8%	+$15.2K	0.15%	129
2019 Q2	$185K	Hold	6,845	–	–	0.13%	126
2019 Q1	$169K	Sell	6,845 -150	-2%	-$3.75K	0.12%	135
2018 Q4	$172K	Hold	6,995	–	–	0.13%	131
2018 Q3	$160K	Hold	6,995	–	–	0.11%	139
2018 Q2	$168K	Buy	+6,995	New	+$175K	0.12%	138
2018 Q1	–	Sell	-7,245	Closed	-$181K	–	141
2017 Q4	$181K	Hold	7,245	–	–	0.12%	137
2017 Q3	$178K	Hold	7,245	–	–	0.12%	134
2017 Q2	$173K	Sell	7,245 -150	-2%	-$3.63K	0.13%	132
2017 Q1	$178K	Hold	7,395	–	–	0.13%	130
2016 Q4	$164K	Hold	7,395	–	–	0.12%	131
2016 Q3	$188K	Hold	7,395	–	–	0.14%	127
2016 Q2	$189K	Hold	7,395	–	–	0.14%	131
2016 Q1	$176K	Sell	7,395 -500	-6%	-$11.4K	0.12%	138
2015 Q4	$162K	Hold	7,895	–	–	0.11%	150
2015 Q3	$170K	Sell	7,895 -750	-9%	-$16.3K	0.13%	139
2015 Q2	$196K	Buy	8,645 +150	+2%	+$3.46K	0.14%	129
2015 Q1	$195K	Sell	8,495 -445	-5%	-$10.5K	0.13%	138
2014 Q4	$205K	Sell	8,940 -50	-0.6%	-$1.16K	0.14%	129
2014 Q3	$210K	Sell	8,990 -100	-1%	-$2.48K	0.15%	136
2014 Q2	$234K	Hold	9,090	–	–	0.17%	127
2014 Q1	$226K	Hold	9,090	–	–	0.16%	131
2013 Q4	$212K	Buy	9,090 +445	+5%	+$11K	0.17%	138
2013 Q3	$223K	Hold	8,645	–	–	0.18%	144
2013 Q2	$207K	Buy	+8,645	New	+$238K	0.19%	127

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

First City Capital Management's IAU Position: Q2 2026 in Review

First City Capital Management increased its iShares Gold Trust (IAU) stake by 0.08% in Q2 2026, buying an estimated $509 and bringing the position to 7,139 shares worth $539K. The position accounts for 0.26% of the portfolio, ranked #96.

First City Capital Management first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. The position peaked at $629K in Q1 2026. 315 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First City Capital Management held 7,139 shares of iShares Gold Trust worth $539K as of Q2 2026.
First City Capital Management bought 6 iShares Gold Trust shares in Q2 2026, an estimated $509.
iShares Gold Trust made up 0.26% of First City Capital Management's portfolio in Q2 2026, its #96 holding.
First City Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
First City Capital Management's iShares Gold Trust position peaked at $629K in Q1 2026.
315 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.