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Lynx Capital Group’s iShares Gold Trust IAU Stock Holding History

Lynx Capital Group’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 		$4.45M Sell
58,935
-478
-0.8% -$40.6K 1.8% 18
2026
Q1 		$5.24M Sell
59,413
-264
-0.4% -$24.2K 2.44% 10
2025
Q4 		$4.84M Sell
59,677
-59,988
-50% -$4.69M 2.22% 16
2025
Q3 		$8.71M Sell
119,665
-2,427
-2% -$158K 4.04% 2
2025
Q2 		$7.61M Sell
122,092
-8,205
-6% -$508K 3.67% 3
2025
Q1 		$7.68M Buy
130,297
+17,261
+15% +$934K 3.95% 1
2024
Q4 		$5.6M Buy
113,036
+9,130
+9% +$459K 3.22% 4
2024
Q3 		$5.16M Sell
103,906
-1,283
-1% -$60.1K 3.35% 3
2024
Q2 		$4.62M Buy
105,189
+2,432
+2% +$107K 3.2% 4
2024
Q1 		$4.32M Buy
102,757
+8,569
+9% +$336K 2.91% 6
2023
Q4 		$3.68M Buy
+94,188
New +$3.52M 2.68% 8

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Lynx Capital Group's IAU Position: Q2 2026 in Review

Lynx Capital Group reduced its iShares Gold Trust (IAU) stake by 0.8% in Q2 2026, selling an estimated $40.6K and leaving 58,935 shares worth $4.45M. The position accounts for 1.8% of the portfolio, ranked #18.

Lynx Capital Group first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.71M in Q3 2025. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lynx Capital Group held 58,935 shares of iShares Gold Trust worth $4.45M as of Q2 2026.
  • Lynx Capital Group sold 478 iShares Gold Trust shares in Q2 2026, an estimated $40.6K.
  • iShares Gold Trust made up 1.8% of Lynx Capital Group's portfolio in Q2 2026, its #18 holding.
  • Lynx Capital Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Lynx Capital Group's iShares Gold Trust position peaked at $8.71M in Q3 2025.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.