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

Generation 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
Q1 		$3.69M Sell
41,891
-3,969
-9% -$364K 2.7% 9
2025
Q4 		$3.72M Buy
45,860
+3,160
+7% +$247K 2.41% 15
2025
Q3 		$3.11M Buy
42,700
+432
+1% +$28.2K 2.25% 14
2025
Q2 		$2.64M Sell
42,268
-32,820
-44% -$2.03M 2.09% 16
2025
Q1 		$4.43M Buy
75,088
+26,802
+56% +$1.45M 3.99% 6
2024
Q4 		$2.39M Buy
+48,286
New +$2.43M 2.05% 15

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $303B AUM 53.02% 1-Year Est. Return

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

Generation Capital Management reduced its iShares Gold Trust (IAU) stake by 8.7% in Q1 2026, selling an estimated $364K and leaving 41,891 shares worth $3.69M. The position accounts for 2.7% of the portfolio, ranked #9.

Generation Capital Management first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.43M in Q1 2025. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Generation Capital Management held 41,891 shares of iShares Gold Trust worth $3.69M as of Q1 2026.
  • Generation Capital Management sold 3,969 iShares Gold Trust shares in Q1 2026, an estimated $364K.
  • iShares Gold Trust made up 2.7% of Generation Capital Management's portfolio in Q1 2026, its #9 holding.
  • Generation Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Generation Capital Management's iShares Gold Trust position peaked at $4.43M in Q1 2025.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.