G&S Capital’s iShares Gold Trust IAU Stock Holding History

G&S Capital’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	$214K	Hold	2,830	–	–	0.06%	151
2026 Q1	$249K	Hold	2,830	–	–	0.09%	124
2025 Q4	$230K	Hold	2,830	–	–	0.08%	126
2025 Q3	$206K	Buy	+2,830	New	+$185K	0.08%	127
2020 Q2	–	Sell	-2,830	Closed	-$85K	–	128
2020 Q1	$85K	Hold	2,830	–	–	0.15%	68
2019 Q4	$82K	Hold	2,830	–	–	0.05%	117
2019 Q3	$80K	Hold	2,830	–	–	0.05%	101
2019 Q2	$76K	Sell	2,830 -9,110	-76%	-$228K	0.05%	115
2019 Q1	$296K	Hold	11,940	–	–	0.18%	67
2018 Q4	$293K	Hold	11,940	–	–	0.27%	48
2018 Q3	$273K	Hold	11,940	–	–	0.19%	71
2018 Q2	$287K	Hold	11,940	–	–	0.22%	65
2018 Q1	$304K	Hold	11,940	–	–	0.26%	62
2017 Q4	$299K	Buy	+11,940	New	+$293K	0.22%	70

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

G&S Capital's IAU Position: Q2 2026 in Review

G&S Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,830 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #151.

G&S Capital first reported a position in IAU in Q4 2017 and has held it in 14 quarters since. The position peaked at $304K in Q1 2018. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

G&S Capital held 2,830 shares of iShares Gold Trust worth $214K as of Q2 2026.
G&S Capital left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.06% of G&S Capital's portfolio in Q2 2026, its #151 holding.
G&S Capital first reported a position in iShares Gold Trust in Q4 2017 and has held it in 14 quarters since.
G&S Capital's iShares Gold Trust position peaked at $304K in Q1 2018.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.