Hutchinson Capital Management’s iShares Gold Trust IAU Stock Holding History

Hutchinson Capital 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	$1.75M	Hold	23,132	–	–	0.3%	46
2026 Q1	$2.04M	Hold	23,132	–	–	0.37%	40
2025 Q4	$1.88M	Hold	23,132	–	–	0.32%	41
2025 Q3	$1.68M	Hold	23,132	–	–	0.29%	44
2025 Q2	$1.44M	Hold	23,132	–	–	0.26%	47
2025 Q1	$1.36M	Hold	23,132	–	–	0.26%	46
2024 Q4	$1.15M	Hold	23,132	–	–	0.22%	49
2024 Q3	$1.15M	Hold	23,132	–	–	0.22%	47
2024 Q2	$1.02M	Buy	+23,132	New	+$1.02M	0.21%	47

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hutchinson Capital Management's IAU Position: Q2 2026 in Review

Hutchinson Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 23,132 shares worth $1.75M. The position accounts for 0.3% of the portfolio, ranked #46.

Hutchinson Capital Management first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Hutchinson Capital Management held 23,132 shares of iShares Gold Trust worth $1.75M as of Q2 2026.
Hutchinson Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.3% of Hutchinson Capital Management's portfolio in Q2 2026, its #46 holding.
Hutchinson Capital Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Hutchinson Capital Management's iShares Gold Trust position peaked at $2.04M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hutchinson Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.