Sapient Capital’s iShares Gold Trust IAU Stock Holding History

Sapient Capital’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	$12M	Buy	158,839 +11,136	+8%	+$945K	0.16%	74
2026 Q1	$13M	Sell	147,703 -11,983	-8%	-$1.1M	0.2%	73
2025 Q4	$13M	Buy	159,686 +69	+0%	+$5.4K	0.18%	78
2025 Q3	$11.5M	Buy	159,617 +9,330	+6%	+$609K	0.18%	83
2025 Q2	$9.37M	Sell	150,287 -35,584	-19%	-$2.2M	0.17%	85
2025 Q1	$11M	Buy	185,871 +229	+0.1%	+$12.4K	0.22%	77
2024 Q4	$9.19M	Buy	185,642 +2,590	+1%	+$130K	0.18%	82
2024 Q3	$9.1M	Hold	183,052	–	–	0.18%	79
2024 Q2	$8.04M	Buy	183,052 +150	+0.1%	+$6.63K	0.17%	81
2024 Q1	$7.68M	Sell	182,902 -1,957	-1%	-$76.7K	0.17%	86
2023 Q4	$7.22M	Buy	+184,859	New	+$6.92M	0.19%	85

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sapient Capital's IAU Position: Q2 2026 in Review

Sapient Capital increased its iShares Gold Trust (IAU) stake by 7.5% in Q2 2026, buying an estimated $945K and bringing the position to 158,839 shares worth $12M. The position accounts for 0.16% of the portfolio, ranked #74.

Sapient Capital first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2025. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sapient Capital held 158,839 shares of iShares Gold Trust worth $12M as of Q2 2026.
Sapient Capital bought 11,136 iShares Gold Trust shares in Q2 2026, an estimated $945K.
iShares Gold Trust made up 0.16% of Sapient Capital's portfolio in Q2 2026, its #74 holding.
Sapient Capital first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's iShares Gold Trust position peaked at $13M in Q4 2025.
399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.