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

Interchange 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
2026
Q2 		$2.58M Sell
34,162
-9,308
-21% -$790K 0.49% 47
2026
Q1 		$2.56M Sell
43,470
-19,200
-31% -$1.76M 0.81% 27
2025
Q4 		$5.09M Sell
62,670
-1,479
-2% -$116K 0.94% 21
2025
Q3 		$4.67M Sell
64,149
-2,887
-4% -$188K 0.92% 20
2025
Q2 		$4.18M Sell
67,036
-2,597
-4% -$161K 0.97% 19
2025
Q1 		$4.1M Buy
69,633
+26,564
+62% +$1.44M 1.15% 14
2024
Q4 		$2.13M Sell
43,069
-5,321
-11% -$267K 0.77% 29
2024
Q3 		$2.4M Buy
48,390
+2,171
+5% +$102K 0.85% 26
2024
Q2 		$2.03M Buy
46,219
+16,811
+57% +$743K 0.74% 33
2024
Q1 		$1.24M Sell
29,408
-1,525
-5% -$59.8K 0.83% 29
2023
Q4 		$1.32M Sell
30,933
-1,142
-4% -$42.7K 0.99% 23
2023
Q3 		$1.12M Sell
32,075
-189
-0.6% -$6.9K 0.89% 25
2023
Q2 		$1.17M Sell
32,264
-989
-3% -$37.1K 0.9% 26
2023
Q1 		$1.41M Buy
33,253
+9,893
+42% +$355K 0.76% 32
2022
Q4 		$808K Sell
23,360
-30,276
-56% -$994K 0.82% 32
2022
Q3 		$1.69M Sell
53,636
-12,833
-19% -$421K 1.86% 9
2022
Q2 		$2.28M Sell
66,469
-2,360
-3% -$84K 2.56% 6
2022
Q1 		$2.53M Sell
68,829
-10,544
-13% -$377K 2.6% 5
2021
Q4 		$2.76M Buy
79,373
+64,026
+417% +$2.19M 2.77% 4
2021
Q3 		$512K Buy
15,347
+966
+7% +$32.9K 0.86% 44
2021
Q2 		$484K Sell
14,381
-110,909
-89% -$3.83M 0.75% 48
2021
Q1 		$4.12M Sell
125,290
-6,634
-5% -$227K 2.24% 5
2020
Q4 		$4.78M Buy
+131,924
New +$4.72M 2.59% 1

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

Interchange Capital Partners's IAU Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares Gold Trust (IAU) stake by 21% in Q2 2026, selling an estimated $790K and leaving 34,162 shares worth $2.58M. The position accounts for 0.49% of the portfolio, ranked #47.

Interchange Capital Partners first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.09M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Interchange Capital Partners held 34,162 shares of iShares Gold Trust worth $2.58M as of Q2 2026.
  • Interchange Capital Partners sold 9,308 iShares Gold Trust shares in Q2 2026, an estimated $790K.
  • iShares Gold Trust made up 0.49% of Interchange Capital Partners's portfolio in Q2 2026, its #47 holding.
  • Interchange Capital Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Interchange Capital Partners's iShares Gold Trust position peaked at $5.09M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.