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 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 -433,698	-50%	-$17M	1.7%	13
2023 Q4	$33.7M	Buy	862,758 +496,180	+135%	+$18.6M	1.42%	16
2023 Q3	$12.8M	Buy	+366,578	New	+$13.4M	1.6%	14

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Syon Capital's IAU Position: Q1 2026 in Review

Syon Capital reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $3.45M and leaving 259,921 shares worth $22.9M. The position accounts for 1.15% of the portfolio, ranked #21.

Syon Capital first reported a position in IAU in Q3 2023 and has held it in 11 quarters since. The position peaked at $33.7M in Q4 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Syon Capital held 259,921 shares of iShares Gold Trust worth $22.9M as of Q1 2026.
Syon Capital sold 37,664 iShares Gold Trust shares in Q1 2026, an estimated $3.45M.
iShares Gold Trust made up 1.15% of Syon Capital's portfolio in Q1 2026, its #21 holding.
Syon Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 11 quarters since.
Syon Capital's iShares Gold Trust position peaked at $33.7M in Q4 2023.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.