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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
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
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 $374B AUM 17.66% 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 $235B AUM 32.99% 1-Year Est. Return

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

Morton Capital Management reduced its iShares Gold Trust (IAU) stake by 6.6% in Q1 2026, selling an estimated $977K and leaving 151,645 shares worth $13.4M. The position accounts for 1.99% of the portfolio, ranked #9.

Morton Capital Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Morton Capital Management held 151,645 shares of iShares Gold Trust worth $13.4M as of Q1 2026.
  • Morton Capital Management sold 10,652 iShares Gold Trust shares in Q1 2026, an estimated $977K.
  • iShares Gold Trust made up 1.99% of Morton Capital Management's portfolio in Q1 2026, its #9 holding.
  • Morton Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.