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 Q3	$4.61M	Buy	58,985 +50	+0.1%	+$4.01K	1.81%	17
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 New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lynx Capital Group's IAU Position: Q3 2026 in Review

Lynx Capital Group increased its iShares Gold Trust (IAU) stake by 0.08% in Q3 2026, buying an estimated $4.01K and bringing the position to 58,985 shares worth $4.61M. The position accounts for 1.81% of the portfolio, ranked #17.

Lynx Capital Group first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.71M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Lynx Capital Group held 58,985 shares of iShares Gold Trust worth $4.61M as of Q3 2026.
Lynx Capital Group bought 50 iShares Gold Trust shares in Q3 2026, an estimated $4.01K.
iShares Gold Trust made up 1.81% of Lynx Capital Group's portfolio in Q3 2026, its #17 holding.
Lynx Capital Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
Lynx Capital Group's iShares Gold Trust position peaked at $8.71M in Q3 2025.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Lynx Capital Group's 13F filing for Q3 2026, filed 4 Nov 2026.