May Hill Capital’s iShares Gold Trust IAU Stock Holding History

May Hill Capital’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	$1.24M	Sell	14,101 -16,855	-54%	-$1.55M	0.31%	67
2025 Q4	$2.51M	Buy	30,956 +4,148	+15%	+$324K	0.68%	29
2025 Q3	$1.95M	Buy	26,808 +12,537	+88%	+$818K	0.57%	34
2025 Q2	$890K	Buy	14,271 +9,836	+222%	+$609K	0.29%	60
2025 Q1	$261K	Buy	+4,435	New	+$240K	0.1%	140

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

May Hill Capital's IAU Position: Q1 2026 in Review

May Hill Capital reduced its iShares Gold Trust (IAU) stake by 54% in Q1 2026, selling an estimated $1.55M and leaving 14,101 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #67.

May Hill Capital first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.51M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

May Hill Capital held 14,101 shares of iShares Gold Trust worth $1.24M as of Q1 2026.
May Hill Capital sold 16,855 iShares Gold Trust shares in Q1 2026, an estimated $1.55M.
iShares Gold Trust made up 0.31% of May Hill Capital's portfolio in Q1 2026, its #67 holding.
May Hill Capital first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
May Hill Capital's iShares Gold Trust position peaked at $2.51M in Q4 2025.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.