Hamilton Capital
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Hamilton Capital’s iShares Gold Trust IAU Stock Holding History

Hamilton 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
Q3 		$758K Hold
9,704
– – 0.04% 60
2026
Q2 		$733K Sell
9,704
-7,575
-44% -$643K 0.04% 61
2026
Q1 		$1.52M Sell
17,279
-664
-4% -$60.9K 0.08% 30
2025
Q4 		$1.46M Buy
+17,943
New +$1.4M 0.07% 31
2025
Q2 		$1.12M Hold
17,943
– – 0.06% 34
2025
Q1 		$1.06M Sell
17,943
-1,764
-9% -$95.4K 0.06% 36
2024
Q4 		$976K Hold
19,707
– – 0.07% 36
2024
Q3 		$1.02M Hold
19,707
– – 0.08% 36
2024
Q2 		$866K Sell
19,707
-6,251
-24% -$276K 0.07% 37
2024
Q1 		$1.09M Sell
25,958
-1,387
-5% -$54.4K 0.08% 32
2023
Q4 		$1.07M Sell
27,345
-1,145
-4% -$42.8K 0.09% 29
2023
Q3 		$997K Sell
28,490
-13
-0% -$474 0.08% 28
2023
Q2 		$1.04M Buy
28,503
+13
+0% +$487 0.07% 27
2023
Q1 		$1.06M Hold
28,490
– – 0.07% 24
2022
Q4 		$985K Hold
28,490
– – 0.06% 32
2022
Q3 		$898K Buy
28,490
+2,633
+10% +$86.3K 0.06% 28
2022
Q2 		$887K Hold
25,857
– – 0.06% 27
2022
Q1 		$952K Sell
25,857
-75
-0.3% -$2.68K 0.06% 27
2021
Q4 		$903K Buy
25,932
+75
+0.3% +$2.56K 0.07% 38
2021
Q3 		$864K Buy
25,857
+5,621
+28% +$192K 0.07% 25
2021
Q2 		$682K Buy
20,236
+228
+1% +$7.88K 0.07% 26
2021
Q1 		$651K Buy
20,008
+700
+4% +$23.9K 0.07% 21
2020
Q4 		$700K Buy
19,308
+636
+3% +$22.8K 0.12% 17
2020
Q3 		$672K Buy
18,672
+40
+0.2% +$1.46K 0.26% 16
2020
Q2 		$633K Hold
18,632
– – 0.24% 15
2020
Q1 		$562K Hold
18,632
– – 0.21% 18
2019
Q4 		$540K Buy
+18,632
New +$528K 0.23% 21

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Hamilton Capital's IAU Position: Q3 2026 in Review

Hamilton Capital held its iShares Gold Trust (IAU) position steady in Q3 2026 at 9,704 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #60.

Hamilton Capital first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q1 2026. 1,306 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Hamilton Capital held 9,704 shares of iShares Gold Trust worth $758K as of Q3 2026.
  • Hamilton Capital left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.04% of Hamilton Capital's portfolio in Q3 2026, its #60 holding.
  • Hamilton Capital first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Hamilton Capital's iShares Gold Trust position peaked at $1.52M in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.