Tacita Capital’s iShares Gold Trust IAU Stock Holding History

Tacita 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	$633K	Buy	8,382 +605	+8%	+$51.4K	0.34%	54
2026 Q1	$686K	Hold	7,777	–	–	0.41%	50
2025 Q4	$631K	Hold	7,777	–	–	0.37%	54
2025 Q3	$566K	Hold	7,777	–	–	0.34%	59
2025 Q2	$485K	Hold	7,777	–	–	0.31%	58
2025 Q1	$458K	Buy	7,777 +115	+2%	+$6.22K	0.33%	59
2024 Q4	$379K	Hold	7,662	–	–	0.27%	61
2024 Q3	$381K	Hold	7,662	–	–	0.25%	63
2024 Q2	$337K	Hold	7,662	–	–	0.24%	65
2024 Q1	$322K	Buy	7,662 +412	+6%	+$16.2K	0.22%	65
2023 Q4	$283K	Hold	7,250	–	–	0.21%	70
2023 Q3	$254K	Hold	7,250	–	–	0.2%	71
2023 Q2	$264K	Hold	7,250	–	–	0.19%	73
2023 Q1	$271K	Hold	7,250	–	–	0.2%	69
2022 Q4	$251K	Hold	7,250	–	–	0.19%	75
2022 Q3	$229K	Hold	7,250	–	–	0.18%	73
2022 Q2	$249K	Hold	7,250	–	–	0.17%	73
2022 Q1	$267K	Hold	7,250	–	–	0.15%	74
2021 Q4	$252K	Hold	7,250	–	–	0.14%	79
2021 Q3	$242K	Hold	7,250	–	–	0.15%	76
2021 Q2	$244K	Hold	7,250	–	–	0.15%	80
2021 Q1	$236K	Sell	7,250 -7,558	-51%	-$258K	0.15%	84
2020 Q4	$537K	Buy	+14,808	New	+$530K	0.35%	54

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

Tacita Capital's IAU Position: Q2 2026 in Review

Tacita Capital increased its iShares Gold Trust (IAU) stake by 7.8% in Q2 2026, buying an estimated $51.4K and bringing the position to 8,382 shares worth $633K. The position accounts for 0.34% of the portfolio, ranked #54.

Tacita Capital first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $686K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tacita Capital held 8,382 shares of iShares Gold Trust worth $633K as of Q2 2026.
Tacita Capital bought 605 iShares Gold Trust shares in Q2 2026, an estimated $51.4K.
iShares Gold Trust made up 0.34% of Tacita Capital's portfolio in Q2 2026, its #54 holding.
Tacita Capital first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's iShares Gold Trust position peaked at $686K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.