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

Fourpath 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
Q3 		$21.3M Buy
272,873
+7,598
+3% +$609K 2.77% 6
2026
Q2 		$20M Sell
265,275
-121,291
-31% -$10.3M 2.64% 5
2026
Q1 		$34.1M Sell
386,566
-214,669
-36% -$19.7M 4.89% 3
2025
Q4 		$48.8M Buy
601,235
+14,156
+2% +$1.11M 6.68% 2
2025
Q3 		$42.7M Buy
587,079
+42,369
+8% +$2.76M 6.07% 2
2025
Q2 		$34M Buy
544,710
+6,651
+1% +$412K 5.35% 2
2025
Q1 		$31.7M Buy
538,059
+17,908
+3% +$969K 5.52% 2
2024
Q4 		$25.8M Buy
520,151
+21,394
+4% +$1.08M 4.77% 2
2024
Q3 		$24.8M Buy
498,757
+40,356
+9% +$1.89M 4.57% 2
2024
Q2 		$20.1M Sell
458,401
-6,219
-1% -$275K 14.9% 1
2024
Q1 		$19.5M Sell
464,620
-8,472
-2% -$332K 13.54% 1
2023
Q4 		$18.5M Buy
473,092
+110,034
+30% +$4.12M 12.55% 1
2023
Q3 		$12.7M Buy
+363,058
New +$13.2M 9.52% 2
2023
Q2 		– Sell
-300,133
Closed -$11.2M – 113
2023
Q1 		$11.2M Buy
300,133
+73,326
+32% +$2.63M 7.85% 2
2022
Q4 		$7.85M Sell
226,807
-245,056
-52% -$8.05M 5.7% 3
2022
Q3 		$14.9M Buy
471,863
+8,237
+2% +$270K 10.17% 1
2022
Q2 		$15.9M Sell
463,626
-7,012
-1% -$249K 9.89% 1
2022
Q1 		$17.3M Buy
470,638
+142,391
+43% +$5.09M 6.89% 1
2021
Q4 		$11.4M Buy
+328,247
New +$11.2M 4.39% 6

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fourpath Capital Management's IAU Position: Q3 2026 in Review

Fourpath Capital Management increased its iShares Gold Trust (IAU) stake by 2.9% in Q3 2026, buying an estimated $609K and bringing the position to 272,873 shares worth $21.3M. The position accounts for 2.77% of the portfolio, ranked #6.

Fourpath Capital Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $48.8M in Q4 2025. 383 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Fourpath Capital Management held 272,873 shares of iShares Gold Trust worth $21.3M as of Q3 2026.
  • Fourpath Capital Management bought 7,598 iShares Gold Trust shares in Q3 2026, an estimated $609K.
  • iShares Gold Trust made up 2.77% of Fourpath Capital Management's portfolio in Q3 2026, its #6 holding.
  • Fourpath Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Fourpath Capital Management's iShares Gold Trust position peaked at $48.8M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.