LCM
IAU icon

LVM Capital Management’s iShares Gold Trust IAU Stock Holding History

LVM 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
Q2 		$22.6M Sell
299,586
-1,526
-0.5% -$130K 1.89% 16
2026
Q1 		$26.5M Sell
301,112
-258
-0.1% -$23.7K 2.5% 12
2025
Q4 		$24.5M Buy
301,370
+5,890
+2% +$461K 2.27% 14
2025
Q3 		$21.5M Buy
295,480
+2,803
+1% +$183K 2.07% 16
2025
Q2 		$18.3M Sell
292,677
-1,149
-0.4% -$71.2K 1.89% 16
2025
Q1 		$17.3M Buy
293,826
+3,395
+1% +$184K 1.93% 15
2024
Q4 		$14.4M Buy
290,431
+5,261
+2% +$264K 1.55% 18
2024
Q3 		$12.5M Hold
285,170
– – 1.43% 23
2024
Q2 		$12.5M Buy
285,170
+10,058
+4% +$444K 1.43% 23
2024
Q1 		$11.6M Sell
275,112
-1,385
-0.5% -$54.3K 1.37% 27
2023
Q4 		$10.8M Sell
276,497
-564
-0.2% -$21.1K 1.38% 26
2023
Q3 		$9.69M Sell
277,061
-3,449
-1% -$126K 1.37% 27
2023
Q2 		$10.2M Buy
280,510
+10,074
+4% +$378K 1.36% 28
2023
Q1 		$10.1M Buy
270,436
+2,183
+0.8% +$78.3K 1.4% 27
2022
Q4 		$9.28M Sell
268,253
-6,815
-2% -$224K 1.34% 31
2022
Q3 		$8.67M Buy
275,068
+1,772
+0.6% +$58.1K 1.33% 30
2022
Q2 		$9.38M Buy
273,296
+11,172
+4% +$397K 1.36% 31
2022
Q1 		$9.65M Sell
262,124
-31,836
-11% -$1.14M 1.28% 30
2021
Q4 		$10.2M Sell
293,960
-590
-0.2% -$20.2K 1.36% 26
2021
Q3 		$9.84M Sell
294,550
-4,006
-1% -$136K 1.48% 25
2021
Q2 		$10.1M Buy
298,556
+8,972
+3% +$310K 1.54% 25
2021
Q1 		$9.42M Sell
289,584
-5,818
-2% -$199K 1.53% 25
2020
Q4 		$10.7M Sell
295,402
-668
-0.2% -$23.9K 1.8% 21
2020
Q3 		$10.7M Buy
296,070
+22,227
+8% +$812K 2.07% 20
2020
Q2 		$9.3M Buy
+273,843
New +$8.97M 1.91% 21

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LVM Capital Management's IAU Position: Q2 2026 in Review

LVM Capital Management reduced its iShares Gold Trust (IAU) stake by 0.51% in Q2 2026, selling an estimated $130K and leaving 299,586 shares worth $22.6M. The position accounts for 1.89% of the portfolio, ranked #16.

LVM Capital Management first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.5M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LVM Capital Management held 299,586 shares of iShares Gold Trust worth $22.6M as of Q2 2026.
  • LVM Capital Management sold 1,526 iShares Gold Trust shares in Q2 2026, an estimated $130K.
  • iShares Gold Trust made up 1.89% of LVM Capital Management's portfolio in Q2 2026, its #16 holding.
  • LVM Capital Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • LVM Capital Management's iShares Gold Trust position peaked at $26.5M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.