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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
2022
Q2 		– Sell
-9,000
Closed -$332K – 142
2022
Q1 		$332K Buy
+9,000
New +$322K 0.13% 117

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fourpath Capital Management's IAU Position: Q1 2026 in Review

Fourpath Capital Management reduced its iShares Gold Trust (IAU) stake by 36% in Q1 2026, selling an estimated $19.7M and leaving 386,566 shares worth $34.1M. The position accounts for 4.89% of the portfolio, ranked #3.

Fourpath Capital Management first reported a position in IAU in Q4 2021 and has held it in 17 quarters since. The position peaked at $48.8M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Fourpath Capital Management held 386,566 shares of iShares Gold Trust worth $34.1M as of Q1 2026.
  • Fourpath Capital Management sold 214,669 iShares Gold Trust shares in Q1 2026, an estimated $19.7M.
  • iShares Gold Trust made up 4.89% of Fourpath Capital Management's portfolio in Q1 2026, its #3 holding.
  • Fourpath Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Fourpath Capital Management's iShares Gold Trust position peaked at $48.8M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.