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Syon Capital’s iShares Gold Trust IAU Stock Holding History

Syon 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 		$19.6M Sell
259,519
-402
-0.2% -$34.1K 0.85% 26
2026
Q1 		$22.9M Sell
259,921
-37,664
-13% -$3.45M 1.15% 21
2025
Q4 		$24.2M Sell
297,585
-2,038
-0.7% -$159K 1.2% 22
2025
Q3 		$21.8M Sell
299,623
-22,479
-7% -$1.47M 1.17% 23
2025
Q2 		$20.1M Sell
322,102
-28,042
-8% -$1.74M 1.33% 19
2025
Q1 		$20.6M Sell
350,144
-34,404
-9% -$1.86M 1.68% 13
2024
Q4 		$19M Sell
384,548
-24,796
-6% -$1.25M 1.71% 12
2024
Q3 		$20.3M Sell
409,344
-15,280
-4% -$715K 1.8% 12
2024
Q2 		$18.7M Sell
424,624
-4,436
-1% -$196K 1.72% 13
2024
Q1 		$18M Sell
429,060
-2,319
-0.5% -$90.9K 1.7% 13
2023
Q4 		$16.8M Buy
431,379
+64,801
+18% +$2.42M 1.72% 11
2023
Q3 		$12.8M Buy
+366,578
New +$13.4M 1.6% 14

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

Syon Capital's IAU Position: Q2 2026 in Review

Syon Capital reduced its iShares Gold Trust (IAU) stake by 0.15% in Q2 2026, selling an estimated $34.1K and leaving 259,519 shares worth $19.6M. The position accounts for 0.85% of the portfolio, ranked #26.

Syon Capital first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.2M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Syon Capital held 259,519 shares of iShares Gold Trust worth $19.6M as of Q2 2026.
  • Syon Capital sold 402 iShares Gold Trust shares in Q2 2026, an estimated $34.1K.
  • iShares Gold Trust made up 0.85% of Syon Capital's portfolio in Q2 2026, its #26 holding.
  • Syon Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Syon Capital's iShares Gold Trust position peaked at $24.2M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.