Gould Capital’s iShares Gold Trust IAU Stock Holding History

Gould 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 Q1	$383K	Sell	4,350 -219	-5%	-$20.1K	0.23%	45
2025 Q4	$371K	Hold	4,569	–	–	0.23%	46
2025 Q3	$332K	Hold	4,569	–	–	0.21%	50
2025 Q2	$285K	Hold	4,569	–	–	0.19%	49
2025 Q1	$269K	Sell	4,569 -46	-1%	-$2.49K	0.19%	50
2024 Q4	$228K	Hold	4,615	–	–	0.16%	52
2024 Q3	$229K	Sell	4,615 -93	-2%	-$4.35K	0.15%	53
2024 Q2	$207K	Sell	4,708 -16	-0.3%	-$707	0.15%	52
2024 Q1	$198K	Buy	4,724 +144	+3%	+$5.64K	0.14%	50
2023 Q4	$179K	Hold	4,580	–	–	0.13%	52
2023 Q3	$159K	Hold	4,580	–	–	0.13%	51
2023 Q2	$167K	Hold	4,580	–	–	0.13%	51
2023 Q1	$171K	Sell	4,580 -10	-0.2%	-$359	0.13%	52
2022 Q4	$159K	Sell	4,590 -9	-0.2%	-$296	0.13%	55
2022 Q3	$145K	Hold	4,599	–	–	0.13%	52
2022 Q2	$158K	Hold	4,599	–	–	0.13%	53
2022 Q1	$169K	Buy	4,599 +12	+0.3%	+$429	0.12%	52
2021 Q4	$160K	Buy	+4,587	New	+$157K	0.11%	53

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gould Capital's IAU Position: Q1 2026 in Review

Gould Capital reduced its iShares Gold Trust (IAU) stake by 4.8% in Q1 2026, selling an estimated $20.1K and leaving 4,350 shares worth $383K. The position accounts for 0.23% of the portfolio, ranked #45.

Gould Capital first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Gould Capital held 4,350 shares of iShares Gold Trust worth $383K as of Q1 2026.
Gould Capital sold 219 iShares Gold Trust shares in Q1 2026, an estimated $20.1K.
iShares Gold Trust made up 0.23% of Gould Capital's portfolio in Q1 2026, its #45 holding.
Gould Capital first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.