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

Narwhal 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 		$50.7M Buy
672,087
+354
+0.1% +$30.1K 3.5% 7
2026
Q1 		$59.2M Sell
671,733
-890
-0.1% -$81.6K 4.37% 6
2025
Q4 		$54.6M Buy
672,623
+582
+0.1% +$45.5K 3.97% 6
2025
Q3 		$48.9M Buy
672,041
+286
+0% +$18.7K 3.62% 6
2025
Q2 		$41.9M Sell
671,755
-6,568
-1% -$407K 3.36% 7
2025
Q1 		$40M Sell
678,323
-2,141
-0.3% -$116K 3.56% 7
2024
Q4 		$33.7M Sell
680,464
-690
-0.1% -$34.7K 2.98% 7
2024
Q3 		$33.9M Sell
681,154
-914
-0.1% -$42.8K 3.05% 7
2024
Q2 		$30M Sell
682,068
-9,447
-1% -$417K 2.83% 8
2024
Q1 		$29.1M Buy
691,515
+33,752
+5% +$1.32M 2.84% 8
2023
Q4 		$25.7M Sell
657,763
-291
-0% -$10.9K 2.81% 8
2023
Q3 		$23M Buy
658,054
+6,458
+1% +$236K 2.81% 8
2023
Q2 		$23.7M Sell
651,596
-25,843
-4% -$969K 2.79% 7
2023
Q1 		$25.3M Sell
677,439
-329
-0% -$11.8K 3.17% 5
2022
Q4 		$23.4M Sell
677,768
-165
-0% -$5.42K 3.12% 6
2022
Q3 		$21.4M Buy
677,933
+1,314
+0.2% +$43.1K 3.1% 6
2022
Q2 		$23.2M Buy
676,619
+17,101
+3% +$608K 3.18% 5
2022
Q1 		$24.3M Sell
659,518
-4,342
-0.7% -$155K 2.84% 7
2021
Q4 		$23.1M Buy
663,860
+22,164
+3% +$757K 2.63% 8
2021
Q3 		$21.4M Buy
641,696
+22,453
+4% +$765K 2.71% 8
2021
Q2 		$20.9M Buy
619,243
+64,209
+12% +$2.22M 2.63% 8
2021
Q1 		$18.1M Buy
555,034
+36,045
+7% +$1.23M 2.44% 9
2020
Q4 		$18.8M Buy
518,989
+45,514
+10% +$1.63M 2.67% 7
2020
Q3 		$17M Buy
473,475
+29,354
+7% +$1.07M 2.75% 7
2020
Q2 		$15.1M Buy
444,121
+2,815
+0.6% +$92.2K 2.61% 7
2020
Q1 		$13.3M Buy
441,306
+47,237
+12% +$1.43M 2.87% 6
2019
Q4 		$11.4M Buy
+394,069
New +$11.2M 2.1% 8
2019
Q3 		– Sell
-368,153
Closed -$9.94M – 144
2019
Q2 		$9.94M Sell
368,153
-4,549
-1% -$114K 2.06% 8
2019
Q1 		$9.23M Buy
372,702
+3,900
+1% +$97.4K 2.01% 7
2018
Q4 		$9.06M Buy
368,802
+12,390
+3% +$292K 2.25% 7
2018
Q3 		$8.15M Buy
356,412
+48,218
+16% +$1.12M 1.8% 11
2018
Q2 		$7.41M Buy
308,194
+7,365
+2% +$185K 1.72% 10
2018
Q1 		$7.66M Buy
300,829
+17,868
+6% +$456K 1.78% 9
2017
Q4 		$7.08M Buy
282,961
+8,632
+3% +$212K 1.63% 10
2017
Q3 		$6.75M Buy
274,329
+38,617
+16% +$950K 1.67% 9
2017
Q2 		$5.63M Buy
235,712
+17,246
+8% +$417K 1.46% 13
2017
Q1 		$5.25M Buy
218,466
+15,250
+8% +$358K 1.46% 15
2016
Q4 		$4.5M Buy
203,216
+4,025
+2% +$94.4K 1.36% 17
2016
Q3 		$5.05M Buy
199,191
+30,900
+18% +$795K 1.58% 12
2016
Q2 		$4.29M Buy
168,291
+44,055
+35% +$1.07M 1.35% 18
2016
Q1 		$2.95M Buy
124,236
+21,650
+21% +$495K 0.96% 31
2015
Q4 		$2.1M Buy
102,586
+55,138
+116% +$1.18M 0.73% 46
2015
Q3 		$1.02M Buy
47,448
+2,275
+5% +$49.4K 0.38% 81
2015
Q2 		$1.02M Buy
45,173
+10,057
+29% +$232K 0.37% 84
2015
Q1 		$804K Buy
35,116
+7,083
+25% +$167K 0.29% 94
2014
Q4 		$641K Buy
28,033
+6,108
+28% +$142K 0.25% 99
2014
Q3 		$513K Buy
21,925
+1,650
+8% +$41K 0.21% 117
2014
Q2 		$522K Buy
20,275
+2,150
+12% +$53.8K 0.2% 113
2014
Q1 		$451K Buy
18,125
+1,300
+8% +$32.6K 0.19% 116
2013
Q4 		$393K Sell
16,825
-26,275
-61% -$649K 0.16% 119
2013
Q3 		$1.11M Buy
43,100
+2,550
+6% +$65.8K 0.53% 73
2013
Q2 		$972K Buy
+40,550
New +$1.12M 0.47% 80

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Narwhal Capital Management increased its iShares Gold Trust (IAU) stake by 0.05% in Q2 2026, buying an estimated $30.1K and bringing the position to 672,087 shares worth $50.7M. The position accounts for 3.5% of the portfolio, ranked #7.

Narwhal Capital Management first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.2M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Narwhal Capital Management held 672,087 shares of iShares Gold Trust worth $50.7M as of Q2 2026.
  • Narwhal Capital Management bought 354 iShares Gold Trust shares in Q2 2026, an estimated $30.1K.
  • iShares Gold Trust made up 3.5% of Narwhal Capital Management's portfolio in Q2 2026, its #7 holding.
  • Narwhal Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • Narwhal Capital Management's iShares Gold Trust position peaked at $59.2M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.