J2 Capital Management
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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
Q3 		$2.78M Buy
35,560
+14,727
+71% +$1.18M 1.76% 11
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

J2 Capital Management's IAU Position: Q3 2026 in Review

J2 Capital Management increased its iShares Gold Trust (IAU) stake by 71% in Q3 2026, buying an estimated $1.18M and bringing the position to 35,560 shares worth $2.78M. The position accounts for 1.76% of the portfolio, ranked #11.

J2 Capital Management first reported a position in IAU in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.26M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • J2 Capital Management held 35,560 shares of iShares Gold Trust worth $2.78M as of Q3 2026.
  • J2 Capital Management bought 14,727 iShares Gold Trust shares in Q3 2026, an estimated $1.18M.
  • iShares Gold Trust made up 1.76% of J2 Capital Management's portfolio in Q3 2026, its #11 holding.
  • J2 Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 16 quarters since.
  • J2 Capital Management's iShares Gold Trust position peaked at $5.26M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.