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Graham Capital Wealth Management’s iShares Gold Trust IAU Stock Holding History

Graham Capital Wealth 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 		$1.04M Sell
11,758
-274
-2% -$25.1K 0.92% 31
2025
Q4 		$977K Sell
12,032
-320
-3% -$25K 0.9% 32
2025
Q3 		$899K Sell
12,352
-80
-0.6% -$5.22K 0.92% 35
2025
Q2 		$775K Sell
12,432
-35,792
-74% -$2.22M 0.86% 30
2025
Q1 		$2.84M Sell
48,224
-63,358
-57% -$3.43M 3.04% 10
2024
Q4 		$5.52M Sell
111,582
-199,522
-64% -$10M 4.76% 2
2024
Q3 		$15.5M Sell
311,104
-5,344
-2% -$250K 15.83% 1
2024
Q2 		$13.9M Sell
316,448
-11,137
-3% -$492K 18.76% 1
2024
Q1 		$13.8M Sell
327,585
-5,689
-2% -$223K 23.47% 1
2023
Q4 		$13M Buy
333,274
+34,665
+12% +$1.3M 34.25% 1
2023
Q3 		$10.9M Hold
298,609
– – 25.63% 1
2023
Q2 		$10.9M Sell
298,609
-4,462
-1% -$167K 25.63% 1
2023
Q1 		$113M Buy
303,071
+251,537
+488% +$9.03M 16.35% 1
2022
Q4 		$1.78M Sell
51,534
-761
-1% -$25K 3.18% 10
2022
Q3 		$1.65M Sell
52,295
-29,557
-36% -$969K 1.98% 15
2022
Q2 		$2.81M Sell
81,852
-48,837
-37% -$1.74M 2.46% 11
2022
Q1 		$4.81M Sell
130,689
-79,371
-38% -$2.84M 4.28% 1
2021
Q4 		$7.29M Buy
+210,060
New +$7.18M 5.95% 1

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

Graham Capital Wealth Management's IAU Position: Q1 2026 in Review

Graham Capital Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.3% in Q1 2026, selling an estimated $25.1K and leaving 11,758 shares worth $1.04M. The position accounts for 0.92% of the portfolio, ranked #31.

Graham Capital Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $113M in Q1 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Graham Capital Wealth Management held 11,758 shares of iShares Gold Trust worth $1.04M as of Q1 2026.
  • Graham Capital Wealth Management sold 274 iShares Gold Trust shares in Q1 2026, an estimated $25.1K.
  • iShares Gold Trust made up 0.92% of Graham Capital Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Graham Capital Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Graham Capital Wealth Management's iShares Gold Trust position peaked at $113M in Q1 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.