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Inscription Capital’s iShares Gold Trust IAU Stock Holding History

Inscription 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
Q1 		$7.59M Sell
86,051
-4,627
-5% -$424K 0.8% 23
2025
Q4 		$7.36M Buy
90,678
+1,090
+1% +$85.2K 0.76% 24
2025
Q3 		$6.52M Buy
89,588
+781
+0.9% +$50.9K 0.7% 27
2025
Q2 		$5.54M Sell
88,807
-96
-0.1% -$5.95K 0.8% 25
2025
Q1 		$3.73M Buy
+88,903
New +$4.81M 0.62% 29
2024
Q3 		$4.53M Sell
91,137
-266
-0.3% -$12.5K 0.67% 25
2024
Q2 		$4.02M Buy
91,403
+2,500
+3% +$110K 0.65% 28
2024
Q1 		$3.73M Buy
88,903
+1,313
+1% +$51.5K 0.62% 29
2023
Q4 		$3.42M Buy
87,590
+702
+0.8% +$26.3K 0.93% 18
2023
Q3 		$3.04M Sell
86,888
-5,854
-6% -$214K 0.99% 19
2023
Q2 		$3.37M Sell
92,742
-12,982
-12% -$487K 1.05% 19
2023
Q1 		$3.95M Sell
105,724
-88
-0.1% -$3.16K 1.04% 16
2022
Q4 		$3.66M Sell
105,812
-5,834
-5% -$192K 1.25% 15
2022
Q3 		$3.52M Hold
111,646
– – 0.99% 18
2022
Q2 		$3.83M Sell
111,646
-5,510
-5% -$196K 0.69% 32
2022
Q1 		$4.32M Buy
117,156
+232
+0.2% +$8.29K 1.23% 15
2021
Q4 		$4.07M Buy
116,924
+28,165
+32% +$963K 1.11% 15
2021
Q3 		$2.96M Buy
88,759
+71,832
+424% +$2.45M 0.93% 24
2021
Q2 		$571K Sell
16,927
-74,217
-81% -$2.57M 0.06% 184
2021
Q1 		$2.96M Sell
91,144
-52
-0.1% -$1.78K 1.01% 19
2020
Q4 		$3.31M Hold
91,196
– – 1.27% 14
2020
Q3 		$3.28M Buy
91,196
+12,481
+16% +$456K 1.46% 12
2020
Q2 		$2.67M Buy
78,715
+8,000
+11% +$262K 1.48% 13
2020
Q1 		$2.13M Sell
70,715
-12,620
-15% -$382K 1.42% 16
2019
Q4 		$2.42M Buy
83,335
+8,186
+11% +$232K 1.07% 22
2019
Q3 		$2.12M Sell
75,149
-16,444
-18% -$464K 1.16% 21
2019
Q2 		$2.56M Buy
+91,593
New +$2.3M 1.92% 13

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Inscription Capital's IAU Position: Q1 2026 in Review

Inscription Capital reduced its iShares Gold Trust (IAU) stake by 5.1% in Q1 2026, selling an estimated $424K and leaving 86,051 shares worth $7.59M. The position accounts for 0.8% of the portfolio, ranked #23.

Inscription Capital first reported a position in IAU in Q2 2019 and has held it in 27 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Inscription Capital held 86,051 shares of iShares Gold Trust worth $7.59M as of Q1 2026.
  • Inscription Capital sold 4,627 iShares Gold Trust shares in Q1 2026, an estimated $424K.
  • iShares Gold Trust made up 0.8% of Inscription Capital's portfolio in Q1 2026, its #23 holding.
  • Inscription Capital first reported a position in iShares Gold Trust in Q2 2019 and has held it in 27 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.