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Regatta Capital Group’s iShares Gold Trust IAU Stock Holding History

Regatta Capital Group’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 		$2.48M Buy
32,806
+1,214
+4% +$103K 0.33% 55
2026
Q1 		$2.79M Buy
31,592
+4,548
+17% +$417K 0.42% 42
2025
Q4 		$2.2M Sell
27,044
-117
-0.4% -$9.15K 0.33% 53
2025
Q3 		$1.98M Buy
27,161
+145
+0.5% +$9.46K 0.31% 59
2025
Q2 		$1.68M Buy
27,016
+816
+3% +$50.6K 0.29% 64
2025
Q1 		$1.54M Buy
26,200
+2,004
+8% +$108K 0.3% 62
2024
Q4 		$1.2M Buy
24,196
+50
+0.2% +$2.51K 0.23% 71
2024
Q3 		$1.2M Hold
24,146
– – 0.23% 73
2024
Q2 		$1.06M Sell
24,146
-425
-2% -$18.8K 0.23% 73
2024
Q1 		$1.03M Sell
24,571
-48
-0.2% -$1.88K 0.23% 75
2023
Q4 		$961K Sell
24,619
-1,294
-5% -$48.4K 0.25% 71
2023
Q3 		$907K Sell
25,913
-527
-2% -$19.2K 0.29% 68
2023
Q2 		$962K Sell
26,440
-888
-3% -$33.3K 0.31% 70
2023
Q1 		$945K Hold
27,328
– – 0.34% 72
2022
Q4 		$945K Sell
27,328
-5,572
-17% -$183K 0.34% 72
2022
Q3 		$1.13M Buy
32,900
+4,007
+14% +$131K 0.46% 59
2022
Q2 		$991K Sell
28,893
-3,557
-11% -$127K 0.47% 59
2022
Q1 		$1.2M Sell
32,450
-4,442
-12% -$159K 0.41% 65
2021
Q4 		$1.28M Buy
+36,892
New +$1.26M 0.45% 56

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

Regatta Capital Group's IAU Position: Q2 2026 in Review

Regatta Capital Group increased its iShares Gold Trust (IAU) stake by 3.8% in Q2 2026, buying an estimated $103K and bringing the position to 32,806 shares worth $2.48M. The position accounts for 0.33% of the portfolio, ranked #55.

Regatta Capital Group first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Regatta Capital Group held 32,806 shares of iShares Gold Trust worth $2.48M as of Q2 2026.
  • Regatta Capital Group bought 1,214 iShares Gold Trust shares in Q2 2026, an estimated $103K.
  • iShares Gold Trust made up 0.33% of Regatta Capital Group's portfolio in Q2 2026, its #55 holding.
  • Regatta Capital Group first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's iShares Gold Trust position peaked at $2.79M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.