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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Murphy & Mullick Capital Management's IAU Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 368 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #372.

Murphy & Mullick Capital Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.4K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Murphy & Mullick Capital Management held 368 shares of iShares Gold Trust worth $27.8K as of Q2 2026.
  • Murphy & Mullick Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #372 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's iShares Gold Trust position peaked at $32.4K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.