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Guidance Capital’s iShares Gold Trust IAU Stock Holding History

Guidance 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 		$2.89M Buy
38,612
+13,815
+56% +$1.17M 0.62% 28
2026
Q1 		$2.12M Sell
24,797
-14,873
-37% -$1.36M 0.48% 38
2025
Q4 		$3.67M Sell
39,670
-14,076
-26% -$1.1M 0.9% 18
2025
Q3 		$4.16M Buy
53,746
+1,579
+3% +$103K 1.08% 18
2025
Q2 		$3.3M Buy
52,167
+2,655
+5% +$165K 0.94% 19
2025
Q1 		$3.02M Buy
49,512
+6,378
+15% +$345K 0.92% 18
2024
Q4 		$2.26M Buy
43,134
+10,605
+33% +$533K 0.69% 23
2024
Q3 		$1.67M Sell
32,529
-114
-0.3% -$5.34K 0.52% 35
2024
Q2 		$1.51M Sell
32,643
-138
-0.4% -$6.1K 0.5% 42
2024
Q1 		$1.48M Sell
32,781
-13,603
-29% -$533K 0.54% 34
2023
Q4 		$1.81M Buy
46,384
+309
+0.7% +$11.6K 0.72% 23
2023
Q3 		$1.59M Buy
46,075
+45
+0.1% +$1.64K 0.71% 22
2023
Q2 		$1.67M Buy
+46,030
New +$1.73M 0.73% 26

Other funds holding IAU

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Guidance Capital's IAU Position: Q2 2026 in Review

Guidance Capital increased its iShares Gold Trust (IAU) stake by 56% in Q2 2026, buying an estimated $1.17M and bringing the position to 38,612 shares worth $2.89M. The position accounts for 0.62% of the portfolio, ranked #28.

Guidance Capital first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.16M in Q3 2025. 446 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Guidance Capital held 38,612 shares of iShares Gold Trust worth $2.89M as of Q2 2026.
  • Guidance Capital bought 13,815 iShares Gold Trust shares in Q2 2026, an estimated $1.17M.
  • iShares Gold Trust made up 0.62% of Guidance Capital's portfolio in Q2 2026, its #28 holding.
  • Guidance Capital first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Guidance Capital's iShares Gold Trust position peaked at $4.16M in Q3 2025.
  • 446 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.