Spinnaker Investment Group’s iShares Gold Trust IAU Stock Holding History

Spinnaker Investment 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	$460K	Buy	6,086 +2,292	+60%	+$195K	0.07%	107
2026 Q1	$334K	Sell	3,794 -3,147	-45%	-$289K	0.07%	101
2025 Q4	$563K	Buy	6,941 +229	+3%	+$17.9K	0.1%	75
2025 Q3	$488K	Buy	+6,712	New	+$438K	0.09%	84
2025 Q2	–	Sell	-4,671	Closed	-$275K	–	105
2025 Q1	$275K	Buy	4,671 +452	+11%	+$24.5K	0.06%	87
2024 Q4	$209K	Sell	4,219 -5	-0.1%	-$251	0.05%	91
2024 Q3	$210K	Buy	+4,224	New	+$198K	0.05%	90
2023 Q3	–	Sell	-7,246	Closed	-$264K	–	84
2023 Q2	$264K	Buy	7,246 +1,287	+22%	+$48.2K	0.09%	74
2023 Q1	$223K	Sell	5,959 -78	-1%	-$2.8K	0.08%	77
2022 Q4	$209K	Buy	+6,037	New	+$198K	0.07%	82
2022 Q2	–	Sell	-6,204	Closed	-$226K	–	80
2022 Q1	$226K	Sell	6,204 -418	-6%	-$14.9K	0.07%	78
2021 Q4	$233K	Buy	+6,622	New	+$226K	0.08%	79

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

Spinnaker Investment Group's IAU Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares Gold Trust (IAU) stake by 60% in Q2 2026, buying an estimated $195K and bringing the position to 6,086 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #107.

Spinnaker Investment Group first reported a position in IAU in Q4 2021 and has held it in 12 quarters since. The position peaked at $563K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Spinnaker Investment Group held 6,086 shares of iShares Gold Trust worth $460K as of Q2 2026.
Spinnaker Investment Group bought 2,292 iShares Gold Trust shares in Q2 2026, an estimated $195K.
iShares Gold Trust made up 0.07% of Spinnaker Investment Group's portfolio in Q2 2026, its #107 holding.
Spinnaker Investment Group first reported a position in iShares Gold Trust in Q4 2021 and has held it in 12 quarters since.
Spinnaker Investment Group's iShares Gold Trust position peaked at $563K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.