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Horizon Kinetics Asset Management’s iShares Gold Trust IAU Stock Holding History

Horizon Kinetics Asset 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
Q2 		$647K Hold
8,566
– – 0.01% 200
2026
Q1 		$755K Hold
8,566
– – 0.01% 187
2025
Q4 		$695K Sell
8,566
-124
-1% -$9.7K 0.01% 193
2025
Q3 		$632K Hold
8,690
– – 0.01% 213
2025
Q2 		$542K Hold
8,690
– – 0.01% 233
2025
Q1 		$512K Hold
8,690
– – 0.01% 229
2024
Q4 		$430K Sell
8,690
-100
-1% -$5.03K 0.01% 249
2024
Q3 		$437K Sell
8,790
-22
-0.2% -$1.03K 0.01% 247
2024
Q2 		$387K Buy
8,812
+22
+0.3% +$972 0.01% 235
2024
Q1 		$369K Hold
8,790
– – 0.01% 237
2023
Q4 		$343K Hold
8,790
– – 0.01% 242
2023
Q3 		$308K Sell
8,790
-150
-2% -$5.47K 0.01% 253
2023
Q2 		$325K Sell
8,940
-1,590
-15% -$59.6K 0.01% 255
2023
Q1 		$394K Hold
10,530
– – 0.01% 238
2022
Q4 		$364K Hold
10,530
– – 0.01% 238
2022
Q3 		$332K Sell
10,530
-366
-3% -$12K 0.01% 248
2022
Q2 		$374K Sell
10,896
-20
-0.2% -$711 0.01% 245
2022
Q1 		$402K Sell
10,916
-18
-0.2% -$643 0.01% 257
2021
Q4 		$381K Sell
10,934
-180
-2% -$6.15K 0.01% 268
2021
Q3 		$371K Sell
11,114
-1,410
-11% -$48K 0.01% 265
2021
Q2 		$422K Sell
12,524
-296
-2% -$10.2K 0.01% 256
2021
Q1 		$417K Sell
12,820
-27,094
-68% -$926K 0.01% 250
2020
Q4 		$1.45M Sell
39,914
-8,539
-18% -$306K 0.05% 139
2020
Q3 		$1.74M Buy
48,453
+16,261
+51% +$594K 0.07% 121
2020
Q2 		$1.09M Buy
+32,192
New +$1.05M 0.04% 158

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

Horizon Kinetics Asset Management's IAU Position: Q2 2026 in Review

Horizon Kinetics Asset Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 8,566 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #200.

Horizon Kinetics Asset Management first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.74M in Q3 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Horizon Kinetics Asset Management held 8,566 shares of iShares Gold Trust worth $647K as of Q2 2026.
  • Horizon Kinetics Asset Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Horizon Kinetics Asset Management's portfolio in Q2 2026, its #200 holding.
  • Horizon Kinetics Asset Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Horizon Kinetics Asset Management's iShares Gold Trust position peaked at $1.74M in Q3 2020.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.