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Nearwater Capital Markets’s iShares Gold Trust IAU Stock Holding History

Nearwater Capital Markets’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 		$3.83M Sell
43,400
-700
-2% -$64.2K 0.09% 75
2025
Q4 		$3.58M Buy
+44,100
New +$3.45M 0.06% 95

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nearwater Capital Markets's IAU Position: Q1 2026 in Review

Nearwater Capital Markets reduced its iShares Gold Trust (IAU) stake by 1.6% in Q1 2026, selling an estimated $64.2K and leaving 43,400 shares worth $3.83M. The position accounts for 0.09% of the portfolio, ranked #75.

Nearwater Capital Markets first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,967 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Nearwater Capital Markets held 43,400 shares of iShares Gold Trust worth $3.83M as of Q1 2026.
  • Nearwater Capital Markets sold 700 iShares Gold Trust shares in Q1 2026, an estimated $64.2K.
  • iShares Gold Trust made up 0.09% of Nearwater Capital Markets's portfolio in Q1 2026, its #75 holding.
  • Nearwater Capital Markets first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.