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

Morton 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 Q2	$11.3M	Sell	150,109 -1,536	-1%	-$130K	1.55%	11
2026 Q1	$13.4M	Sell	151,645 -10,652	-7%	-$977K	1.99%	9
2025 Q4	$13.2M	Sell	162,297 -6,069	-4%	-$475K	2.02%	9
2025 Q3	$12.3M	Sell	168,366 -3,619	-2%	-$236K	2.01%	9
2025 Q2	$10.7M	Sell	171,985 -16,927	-9%	-$1.05M	1.9%	9
2025 Q1	$11.1M	Sell	188,912 -18,436	-9%	-$997K	2.15%	9
2024 Q4	$10.3M	Buy	207,348 +6,615	+3%	+$332K	1.93%	10
2024 Q3	$9.98M	Sell	200,733 -40,379	-17%	-$1.89M	1.96%	10
2024 Q2	$10.6M	Sell	241,112 -4,214	-2%	-$186K	2.51%	9
2024 Q1	$10.3M	Sell	245,326 -818	-0.3%	-$32.1K	2.78%	8
2023 Q4	$9.61M	Sell	246,144 -7,400	-3%	-$277K	2.85%	8
2023 Q3	$8.87M	Buy	253,544 +2,263	+0.9%	+$82.6K	3.14%	7
2023 Q2	$9.14M	Sell	251,281 -4,424	-2%	-$166K	3.12%	7
2023 Q1	$9.56M	Sell	255,705 -22,440	-8%	-$805K	3.38%	8
2022 Q4	$9.62M	Sell	278,145 -29,091	-9%	-$955K	3.76%	7
2022 Q3	$9.69M	Buy	307,236 +3,805	+1%	+$125K	4.41%	5
2022 Q2	$10.4M	Sell	303,431 -2,837	-0.9%	-$101K	4.53%	5
2022 Q1	$11.3M	Sell	306,268 -1,772	-0.6%	-$63.3K	4.63%	5
2021 Q4	$10.7M	Buy	+308,040	New	+$10.5M	4.34%	6

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morton Capital Management's IAU Position: Q2 2026 in Review

Morton Capital Management reduced its iShares Gold Trust (IAU) stake by 1% in Q2 2026, selling an estimated $130K and leaving 150,109 shares worth $11.3M. The position accounts for 1.55% of the portfolio, ranked #11.

Morton Capital Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.4M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Morton Capital Management held 150,109 shares of iShares Gold Trust worth $11.3M as of Q2 2026.
Morton Capital Management sold 1,536 iShares Gold Trust shares in Q2 2026, an estimated $130K.
iShares Gold Trust made up 1.55% of Morton Capital Management's portfolio in Q2 2026, its #11 holding.
Morton Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's iShares Gold Trust position peaked at $13.4M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.