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J2 Capital Management’s iShares Gold Trust IAU Stock Holding History

J2 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 		$1.57M Sell
20,833
-9,664
-32% -$820K 1.06% 13
2026
Q1 		$2.69M Sell
30,497
-34,310
-53% -$3.15M 1.84% 10
2025
Q4 		$5.26M Sell
64,807
-619
-0.9% -$48.4K 3.84% 7
2025
Q3 		$4.76M Buy
65,426
+17,033
+35% +$1.11M 3.58% 6
2025
Q2 		$3.02M Buy
48,393
+1,214
+3% +$75.2K 2.41% 10
2025
Q1 		$2.78M Sell
47,179
-40,901
-46% -$2.21M 2.56% 8
2024
Q4 		$4.36M Buy
+88,080
New +$4.43M 4.09% 5
2023
Q3 		$2.5M Sell
71,582
-2,678
-4% -$97.7K 3.17% 8
2023
Q2 		$2.7M Sell
74,260
-1,596
-2% -$59.8K 3.21% 8
2023
Q1 		$2.83M Buy
75,856
+40,190
+113% +$1.44M 4.39% 4
2022
Q4 		$1.23M Sell
35,666
-443
-1% -$14.5K 2.12% 11
2022
Q3 		$1.14M Sell
36,109
-20,286
-36% -$665K 2.16% 11
2022
Q2 		$1.94M Sell
56,395
-24,198
-30% -$861K 2.95% 9
2022
Q1 		$2.97M Sell
80,593
-60,654
-43% -$2.17M 3.25% 8
2021
Q4 		$4.92M Buy
+141,247
New +$4.83M 4.67% 6

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J2 Capital Management's IAU Position: Q2 2026 in Review

J2 Capital Management reduced its iShares Gold Trust (IAU) stake by 32% in Q2 2026, selling an estimated $820K and leaving 20,833 shares worth $1.57M. The position accounts for 1.06% of the portfolio, ranked #13.

J2 Capital Management first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.26M in Q4 2025. 383 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • J2 Capital Management held 20,833 shares of iShares Gold Trust worth $1.57M as of Q2 2026.
  • J2 Capital Management sold 9,664 iShares Gold Trust shares in Q2 2026, an estimated $820K.
  • iShares Gold Trust made up 1.06% of J2 Capital Management's portfolio in Q2 2026, its #13 holding.
  • J2 Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • J2 Capital Management's iShares Gold Trust position peaked at $5.26M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.