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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
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

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

JB Capital's IAU Position: Q2 2026 in Review

JB Capital increased its iShares Gold Trust (IAU) stake by 29% in Q2 2026, buying an estimated $3.39M and bringing the position to 175,850 shares worth $13.3M. The position accounts for 0.46% of the portfolio, ranked #39.

JB Capital first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.9M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • JB Capital held 175,850 shares of iShares Gold Trust worth $13.3M as of Q2 2026.
  • JB Capital bought 39,940 iShares Gold Trust shares in Q2 2026, an estimated $3.39M.
  • iShares Gold Trust made up 0.46% of JB Capital's portfolio in Q2 2026, its #39 holding.
  • JB Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • JB Capital's iShares Gold Trust position peaked at $31.9M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.