Hexagon Capital Partners’s iShares Gold Trust IAU Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-928	Closed	-$54.7K	–	827
2025 Q1	$54.7K	Hold	928	–	–	0.01%	446
2024 Q4	$45.9K	Hold	928	–	–	0.01%	512
2024 Q3	$46.1K	Hold	928	–	–	0.01%	467
2024 Q2	$40.8K	Hold	928	–	–	0.01%	477
2024 Q1	$39K	Hold	928	–	–	0.01%	481
2023 Q4	$36.2K	Hold	928	–	–	0.01%	484
2023 Q3	$32.5K	Buy	928 +32	+4%	+$1.17K	0.01%	442
2023 Q2	$32.6K	Hold	896	–	–	0.01%	452
2023 Q1	$33.5K	Sell	896 -32	-3%	-$1.15K	0.01%	431
2022 Q4	$32.1K	Buy	928 +393	+73%	+$12.9K	0.01%	441
2022 Q3	$17K	Buy	535 +507	+1,811%	+$16.6K	0.01%	623
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	1075
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	860
2021 Q4	$1K	Sell	28 -19	-40%	-$649	﹤0.01%	806
2021 Q3	$2K	Hold	47	–	–	﹤0.01%	761
2021 Q2	$2K	Buy	47 +19	+68%	+$657	﹤0.01%	725
2021 Q1	$0	Hold	28	–	–	﹤0.01%	763
2020 Q4	$1K	Buy	+28	New	+$1K	﹤0.01%	680

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hexagon Capital Partners's IAU Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 928 shares — an estimated $54.7K sold.

Hexagon Capital Partners first reported a position in IAU in Q4 2020 and held it in 18 quarters. The position peaked at $54.7K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 928 iShares Gold Trust shares in Q2 2025, an estimated $54.7K.
Hexagon Capital Partners first reported a position in iShares Gold Trust in Q4 2020 and held it in 18 quarters.
Hexagon Capital Partners's iShares Gold Trust position peaked at $54.7K in Q1 2025.
1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.