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

Regency 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
Q1 		$15.5M Buy
176,200
+558
+0.3% +$51.2K 6.95% 1
2025
Q4 		$14.3M Buy
175,642
+2,838
+2% +$222K 5.93% 3
2025
Q3 		$12.6M Buy
172,804
+1,752
+1% +$114K 5.98% 4
2025
Q2 		$10.7M Sell
171,052
-8,104
-5% -$502K 5.6% 5
2025
Q1 		$10.6M Buy
179,156
+13,158
+8% +$712K 6.31% 5
2024
Q4 		$8.22M Buy
165,998
+1,988
+1% +$99.9K 4.45% 5
2024
Q3 		$8.15M Buy
164,010
+46,190
+39% +$2.16M 4.48% 6
2024
Q2 		$5.18M Buy
117,820
+4,800
+4% +$212K 3.33% 13
2024
Q1 		$4.75M Buy
113,020
+5,878
+5% +$230K 3.02% 14
2023
Q4 		$4.18M Sell
107,142
-16,001
-13% -$599K 2.81% 13
2023
Q3 		$4.31M Buy
123,143
+24,650
+25% +$900K 3.66% 11
2023
Q2 		$3.58M Buy
98,493
+15,620
+19% +$586K 3.12% 11
2023
Q1 		$3.1M Buy
+82,873
New +$2.97M 3.75% 10
2022
Q4 		– Sell
-65,695
Closed -$2.07M – 33
2022
Q3 		$2.07M Sell
65,695
-73,995
-53% -$2.42M 2.54% 16
2022
Q2 		$4.79M Buy
139,690
+4,353
+3% +$155K 5.16% 5
2022
Q1 		$4.98M Buy
135,337
+22,720
+20% +$812K 3.62% 6
2021
Q4 		$3.92M Buy
112,617
+8,797
+8% +$301K 2.49% 12
2021
Q3 		$3.47M Buy
103,820
+15,469
+18% +$527K 2.44% 12
2021
Q2 		$2.98M Buy
88,351
+22,361
+34% +$773K 2.25% 10
2021
Q1 		$2.15M Buy
+65,990
New +$2.26M 2.26% 10

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Regency Capital Management's IAU Position: Q1 2026 in Review

Regency Capital Management increased its iShares Gold Trust (IAU) stake by 0.32% in Q1 2026, buying an estimated $51.2K and bringing the position to 176,200 shares worth $15.5M. The position accounts for 6.95% of the portfolio, ranked #1.

Regency Capital Management first reported a position in IAU in Q1 2021 and has held it in 20 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Regency Capital Management held 176,200 shares of iShares Gold Trust worth $15.5M as of Q1 2026.
  • Regency Capital Management bought 558 iShares Gold Trust shares in Q1 2026, an estimated $51.2K.
  • iShares Gold Trust made up 6.95% of Regency Capital Management's portfolio in Q1 2026, its #1 holding.
  • Regency Capital Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 20 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.