JB Capital’s iShares Gold Trust IAU Stock Holding History

JB 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 Q3	$14.4M	Buy	183,906 +8,056	+5%	+$646K	0.49%	39
2026 Q2	$13.3M	Buy	175,850 +39,940	+29%	+$3.39M	0.46%	39
2026 Q1	$12M	Sell	135,910 -256,607	-65%	-$23.5M	0.48%	38
2025 Q4	$31.9M	Sell	392,517 -27,664	-7%	-$2.16M	1.3%	17
2025 Q3	$30.6M	Buy	420,181 +174,201	+71%	+$11.4M	1.32%	17
2025 Q2	$15.3M	Sell	245,980 -102,338	-29%	-$6.34M	0.74%	26
2025 Q1	$20.5M	Buy	348,318 +162,720	+88%	+$8.8M	1.13%	17
2024 Q4	$9.19M	Buy	185,598 +179,492	+2,940%	+$9.02M	0.51%	34
2024 Q3	$303K	Sell	6,106 -24	-0.4%	-$1.12K	0.02%	182
2024 Q2	$269K	Buy	6,130 +55	+0.9%	+$2.43K	0.02%	199
2024 Q1	$255K	Hold	6,075	–	–	0.02%	197
2023 Q4	$237K	Buy	6,075 +297	+5%	+$11.1K	0.02%	184
2023 Q3	$202K	Buy	+5,778	New	+$211K	0.02%	176

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital's IAU Position: Q3 2026 in Review

JB Capital increased its iShares Gold Trust (IAU) stake by 4.6% in Q3 2026, buying an estimated $646K and bringing the position to 183,906 shares worth $14.4M. The position accounts for 0.49% of the portfolio, ranked #39.

JB Capital first reported a position in IAU in Q3 2023 and has held it in 13 quarters since. The position peaked at $31.9M in Q4 2025. 502 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

JB Capital held 183,906 shares of iShares Gold Trust worth $14.4M as of Q3 2026.
JB Capital bought 8,056 iShares Gold Trust shares in Q3 2026, an estimated $646K.
iShares Gold Trust made up 0.49% of JB Capital's portfolio in Q3 2026, its #39 holding.
JB Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 13 quarters since.
JB Capital's iShares Gold Trust position peaked at $31.9M in Q4 2025.
502 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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