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Lynx Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Lynx Investment Advisory’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 		$3.88M Buy
51,396
+3,577
+7% +$304K 1.27% 17
2026
Q1 		$4.22M Sell
47,819
-3,798
-7% -$348K 2.01% 12
2025
Q4 		$4.19M Buy
51,617
+350
+0.7% +$27.4K 2.29% 12
2025
Q3 		$3.73M Hold
51,267
– – 2.23% 11
2025
Q2 		$3.2M Buy
51,267
+378
+0.7% +$23.4K 2.09% 14
2025
Q1 		$3M Hold
50,889
– – 2% 14
2024
Q4 		$2.52M Hold
50,889
– – 1.72% 18
2024
Q3 		$2.53M Hold
50,889
– – 1.82% 16
2024
Q2 		$2.24M Buy
+50,889
New +$2.25M 1.66% 16

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

Lynx Investment Advisory's IAU Position: Q2 2026 in Review

Lynx Investment Advisory increased its iShares Gold Trust (IAU) stake by 7.5% in Q2 2026, buying an estimated $304K and bringing the position to 51,396 shares worth $3.88M. The position accounts for 1.27% of the portfolio, ranked #17.

Lynx Investment Advisory first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.22M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lynx Investment Advisory held 51,396 shares of iShares Gold Trust worth $3.88M as of Q2 2026.
  • Lynx Investment Advisory bought 3,577 iShares Gold Trust shares in Q2 2026, an estimated $304K.
  • iShares Gold Trust made up 1.27% of Lynx Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Lynx Investment Advisory first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Lynx Investment Advisory's iShares Gold Trust position peaked at $4.22M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.