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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
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

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

JB Capital's IAU Position: Q1 2026 in Review

JB Capital reduced its iShares Gold Trust (IAU) stake by 65% in Q1 2026, selling an estimated $23.5M and leaving 135,910 shares worth $12M. The position accounts for 0.48% of the portfolio, ranked #38.

JB Capital first reported a position in IAU in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.9M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • JB Capital held 135,910 shares of iShares Gold Trust worth $12M as of Q1 2026.
  • JB Capital sold 256,607 iShares Gold Trust shares in Q1 2026, an estimated $23.5M.
  • iShares Gold Trust made up 0.48% of JB Capital's portfolio in Q1 2026, its #38 holding.
  • JB Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 11 quarters since.
  • JB Capital's iShares Gold Trust position peaked at $31.9M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.