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Osborne Partners Capital Management’s iShares Gold Trust IAU Stock Holding History

Osborne Partners 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 		$9.06M Sell
119,988
-649
-0.5% -$55.1K 0.5% 65
2026
Q1 		$10.6M Sell
120,637
-55,470
-31% -$5.09M 0.56% 59
2025
Q4 		$14.3M Sell
176,107
-6,234
-3% -$488K 0.74% 46
2025
Q3 		$13.3M Sell
182,341
-1,744
-0.9% -$114K 0.67% 51
2025
Q2 		$11.5M Sell
184,085
-13,222
-7% -$819K 0.61% 62
2025
Q1 		$11.6M Sell
197,307
-6,842
-3% -$370K 0.67% 51
2024
Q4 		$10.1M Sell
204,149
-5,947
-3% -$299K 0.58% 64
2024
Q3 		$10.4M Sell
210,096
-712
-0.3% -$33.3K 0.59% 63
2024
Q2 		$9.26M Sell
210,808
-2,384
-1% -$105K 0.55% 66
2024
Q1 		$8.96M Sell
213,192
-4,243
-2% -$166K 0.55% 69
2023
Q4 		$8.49M Sell
217,435
-5,018
-2% -$188K 0.56% 65
2023
Q3 		$7.78M Sell
222,453
-1,268
-0.6% -$46.3K 0.58% 64
2023
Q2 		$8.14M Sell
223,721
-141,350
-39% -$5.3M 0.59% 61
2023
Q1 		$13.6M Sell
365,071
-1,968
-0.5% -$70.6K 1% 27
2022
Q4 		$12.7M Buy
367,039
+3,222
+0.9% +$106K 1% 28
2022
Q3 		$11.5M Buy
363,817
+5,564
+2% +$182K 0.96% 28
2022
Q2 		$12.3M Sell
358,253
-15,879
-4% -$565K 0.94% 34
2022
Q1 		$13.8M Buy
374,132
+8,185
+2% +$292K 1.02% 30
2021
Q4 		$12.7M Buy
365,947
+15,625
+4% +$534K 0.93% 34
2021
Q3 		$11.7M Buy
350,322
+22,011
+7% +$750K 0.94% 33
2021
Q2 		$11.1M Buy
328,311
+17,197
+6% +$594K 0.91% 34
2021
Q1 		$10.1M Buy
+311,114
New +$10.6M 0.92% 33

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

Osborne Partners Capital Management's IAU Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its iShares Gold Trust (IAU) stake by 0.54% in Q2 2026, selling an estimated $55.1K and leaving 119,988 shares worth $9.06M. The position accounts for 0.5% of the portfolio, ranked #65.

Osborne Partners Capital Management first reported a position in IAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.3M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Osborne Partners Capital Management held 119,988 shares of iShares Gold Trust worth $9.06M as of Q2 2026.
  • Osborne Partners Capital Management sold 649 iShares Gold Trust shares in Q2 2026, an estimated $55.1K.
  • iShares Gold Trust made up 0.5% of Osborne Partners Capital Management's portfolio in Q2 2026, its #65 holding.
  • Osborne Partners Capital Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Osborne Partners Capital Management's iShares Gold Trust position peaked at $14.3M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.