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

Manchester 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
Q1 		$293K Sell
3,325
-2,000
-38% -$183K 0.04% 223
2025
Q4 		$432K Sell
5,325
-1,850
-26% -$145K 0.06% 183
2025
Q3 		$522K Buy
7,175
+50
+0.7% +$3.26K 0.07% 184
2025
Q2 		$444K Buy
7,125
+700
+11% +$43.4K 0.06% 227
2025
Q1 		$379K Hold
6,425
– – 0.05% 246
2024
Q4 		$318K Hold
6,425
– – 0.04% 275
2024
Q3 		$319K Hold
6,425
– – 0.04% 278
2024
Q2 		$282K Hold
6,425
– – 0.03% 281
2024
Q1 		$270K Sell
6,425
-100
-2% -$3.92K 0.03% 279
2023
Q4 		$255K Sell
6,525
-300
-4% -$11.2K 0.03% 258
2023
Q3 		$239K Buy
6,825
+1,180
+21% +$43.1K 0.04% 249
2023
Q2 		$205K Hold
5,645
– – 0.03% 268
2023
Q1 		$211K Hold
5,645
– – 0.03% 286
2022
Q4 		$195K Sell
5,645
-100
-2% -$3.28K 0.03% 254
2022
Q3 		$181K Hold
5,745
– – 0.03% 221
2022
Q2 		$197K Hold
5,745
– – 0.03% 218
2022
Q1 		$212K Sell
5,745
-872
-13% -$31.2K 0.03% 246
2021
Q4 		$230K Sell
6,617
-600
-8% -$20.5K 0.03% 251
2021
Q3 		$241K Hold
7,217
– – 0.03% 259
2021
Q2 		$243K Sell
7,217
-1
-0% -$35 0.03% 243
2021
Q1 		$235K Hold
7,218
– – 0.04% 244
2020
Q4 		$262K Hold
7,218
– – 0.04% 215
2020
Q3 		$260K Hold
7,218
– – 0.04% 205
2020
Q2 		$245K Buy
7,218
+145
+2% +$4.75K 0.03% 219
2020
Q1 		$213K Hold
7,073
– – 0.03% 218
2019
Q4 		$205K Sell
7,073
-177
-2% -$5.02K 0.02% 246
2019
Q3 		$204K Hold
7,250
– – 0.02% 235
2019
Q2 		$196K Hold
7,250
– – 0.03% 240
2019
Q1 		$180K Buy
+7,250
New +$181K 0.02% 245
2014
Q2 		– Sell
-3,217
Closed -$2K – 1092
2014
Q1 		$2K Buy
+3,217
New +$80.7K ﹤0.01% 958

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Manchester Capital Management's IAU Position: Q1 2026 in Review

Manchester Capital Management reduced its iShares Gold Trust (IAU) stake by 38% in Q1 2026, selling an estimated $183K and leaving 3,325 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #223.

Manchester Capital Management first reported a position in IAU in Q1 2014 and has held it in 30 quarters since. The position peaked at $522K in Q3 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Manchester Capital Management held 3,325 shares of iShares Gold Trust worth $293K as of Q1 2026.
  • Manchester Capital Management sold 2,000 iShares Gold Trust shares in Q1 2026, an estimated $183K.
  • iShares Gold Trust made up 0.04% of Manchester Capital Management's portfolio in Q1 2026, its #223 holding.
  • Manchester Capital Management first reported a position in iShares Gold Trust in Q1 2014 and has held it in 30 quarters since.
  • Manchester Capital Management's iShares Gold Trust position peaked at $522K in Q3 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.