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

Raleigh 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 		$104K Buy
1,372
+258
+23% +$21.9K 0.03% 238
2026
Q1 		$98.2K Sell
1,114
-1,586
-59% -$145K 0.03% 238
2025
Q4 		$219K Buy
2,700
+189
+8% +$14.8K 0.08% 191
2025
Q3 		$183K Buy
2,511
+909
+57% +$59.3K 0.07% 195
2025
Q2 		$99.9K Sell
1,602
-817
-34% -$50.6K 0.04% 235
2025
Q1 		$143K Buy
2,419
+1,151
+91% +$62.3K 0.06% 215
2024
Q4 		$62.8K Buy
1,268
+1,260
+15,750% +$63.3K 0.02% 292
2024
Q3 		$398 Hold
8
– – ﹤0.01% 939
2024
Q2 		$351 Hold
8
– – ﹤0.01% 929
2024
Q1 		$336 Buy
+8
New +$314 ﹤0.01% 912
2023
Q4 		– Sell
-23
Closed -$805 – 1137
2023
Q3 		$805 Hold
23
– – ﹤0.01% 855
2023
Q2 		$837 Hold
23
– – ﹤0.01% 774
2023
Q1 		$860 Hold
23
– – ﹤0.01% 794
2022
Q4 		$795 Hold
23
– – ﹤0.01% 720
2022
Q3 		$1K Hold
23
– – ﹤0.01% 743
2022
Q2 		$1K Hold
23
– – ﹤0.01% 580
2022
Q1 		$1K Buy
+23
New +$822 ﹤0.01% 574

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 22.9% 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

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

Raleigh Capital Management increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,372 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #238.

Raleigh Capital Management first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $219K in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Raleigh Capital Management held 1,372 shares of iShares Gold Trust worth $104K as of Q2 2026.
  • Raleigh Capital Management bought 258 iShares Gold Trust shares in Q2 2026, an estimated $21.9K.
  • iShares Gold Trust made up 0.03% of Raleigh Capital Management's portfolio in Q2 2026, its #238 holding.
  • Raleigh Capital Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Raleigh Capital Management's iShares Gold Trust position peaked at $219K in Q4 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.