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GAMMA Investing’s iShares Gold Trust IAU Stock Holding History

GAMMA Investing’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 		$208K Sell
2,749
-2,512
-48% -$213K 0.01% 1242
2026
Q1 		$464K Buy
5,261
+3,240
+160% +$297K 0.02% 600
2025
Q4 		$164K Buy
2,021
+316
+19% +$24.7K 0.01% 1180
2025
Q3 		$124K Hold
1,705
– – 0.01% 1323
2025
Q2 		$106K Buy
1,705
+70
+4% +$4.34K 0.01% 1396
2025
Q1 		$96.4K Buy
1,635
+245
+18% +$13.3K 0.01% 1288
2024
Q4 		$68.8K Sell
1,390
-56
-4% -$2.81K 0.01% 1395
2024
Q3 		$71.9K Buy
1,446
+887
+159% +$41.5K 0.01% 1232
2024
Q2 		$24.6K Sell
559
-21
-4% -$928 ﹤0.01% 1712
2024
Q1 		$24.4K Sell
580
-398
-41% -$15.6K 0.01% 1507
2023
Q4 		$37.6K Buy
+978
New +$36.6K 0.01% 1077

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing's IAU Position: Q2 2026 in Review

GAMMA Investing reduced its iShares Gold Trust (IAU) stake by 48% in Q2 2026, selling an estimated $213K and leaving 2,749 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #1242.

GAMMA Investing first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $464K in Q1 2026. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • GAMMA Investing held 2,749 shares of iShares Gold Trust worth $208K as of Q2 2026.
  • GAMMA Investing sold 2,512 iShares Gold Trust shares in Q2 2026, an estimated $213K.
  • iShares Gold Trust made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1242 holding.
  • GAMMA Investing first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's iShares Gold Trust position peaked at $464K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.