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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hamilton Capital's IAU Position: Q2 2026 in Review

Hamilton Capital reduced its iShares Gold Trust (IAU) stake by 44% in Q2 2026, selling an estimated $643K and leaving 9,704 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #61.

Hamilton Capital first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.52M in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hamilton Capital held 9,704 shares of iShares Gold Trust worth $733K as of Q2 2026.
  • Hamilton Capital sold 7,575 iShares Gold Trust shares in Q2 2026, an estimated $643K.
  • iShares Gold Trust made up 0.04% of Hamilton Capital's portfolio in Q2 2026, its #61 holding.
  • Hamilton Capital first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Hamilton Capital's iShares Gold Trust position peaked at $1.52M in Q1 2026.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.