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

Radnor 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	–	Sell	-2,270	Closed	-$200K	–	318
2026 Q1	$200K	Buy	+2,270	New	+$208K	0.03%	307
2025 Q4	–	Sell	-3,520	Closed	-$256K	–	315
2025 Q3	$256K	Hold	3,520	–	–	0.04%	291
2025 Q2	$220K	Hold	3,520	–	–	0.04%	306
2025 Q1	$208K	Buy	+3,520	New	+$190K	0.03%	310
2021 Q2	–	Sell	-5,000	Closed	-$163K	–	196
2021 Q1	$163K	Hold	5,000	–	–	0.05%	202
2020 Q4	$181K	Hold	5,000	–	–	0.05%	190
2020 Q3	$180K	Hold	5,000	–	–	0.06%	183
2020 Q2	$169K	Buy	+5,000	New	+$164K	0.06%	173
2020 Q1	–	Sell	-5,000	Closed	-$145K	–	174
2019 Q4	$145K	Buy	+5,000	New	+$142K	0.04%	182

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Radnor Capital Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,270 shares — an estimated $200K sold.

Radnor Capital Management first reported a position in IAU in Q4 2019 and held it in 9 quarters. The position peaked at $256K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Radnor Capital Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Radnor Capital Management sold 2,270 iShares Gold Trust shares in Q2 2026, an estimated $200K.
Radnor Capital Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 9 quarters.
Radnor Capital Management's iShares Gold Trust position peaked at $256K in Q3 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.