Murphy & Mullick Capital Management
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Murphy & Mullick Capital Management’s iShares Gold Trust IAU Stock Holding History

Murphy & Mullick 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
Q3 		$28.7K Hold
368
– – 0.02% 375
2026
Q2 		$27.8K Hold
368
– – 0.02% 372
2026
Q1 		$32.4K Hold
368
– – 0.02% 341
2025
Q4 		$29.9K Hold
368
– – 0.02% 356
2025
Q3 		$26.8K Hold
368
– – 0.02% 353
2025
Q2 		$22.8K Sell
368
-171
-32% -$10.6K 0.02% 363
2025
Q1 		$31.8K Buy
539
+171
+46% +$9.25K 0.03% 309
2024
Q4 		$18.2K Buy
+368
New +$18.5K 0.02% 370

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Murphy & Mullick Capital Management's IAU Position: Q3 2026 in Review

Murphy & Mullick Capital Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 368 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #375.

Murphy & Mullick Capital Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.4K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Murphy & Mullick Capital Management held 368 shares of iShares Gold Trust worth $28.7K as of Q3 2026.
  • Murphy & Mullick Capital Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #375 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
  • Murphy & Mullick Capital Management's iShares Gold Trust position peaked at $32.4K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.