Regatta Research & Money Management’s iShares Gold Trust IAU Stock Holding History

Regatta Research & Money 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	$1.95M	Buy	+25,766	New	+$2.19M	1.84%	9

Other funds holding IAU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Regatta Research & Money Management's IAU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 25,766 shares worth $1.95M. The stake represents 1.84% of the portfolio and ranks #9 among its holdings.

1,572 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Regatta Research & Money Management held 25,766 shares of iShares Gold Trust worth $1.95M as of Q2 2026.
iShares Gold Trust was a new Regatta Research & Money Management position in Q2 2026.
iShares Gold Trust made up 1.84% of Regatta Research & Money Management's portfolio in Q2 2026, its #9 holding.
1,572 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.