TBH Global Asset Management’s iShares Gold Trust IAU Stock Holding History

TBH Global Asset Management’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	$2.34M	Sell	30,937 -510	-2%	-$43.3K	0.43%	57
2026 Q1	$2.77M	Sell	31,447 -55,731	-64%	-$5.11M	0.56%	44
2025 Q4	$7.08M	Buy	87,178 +56,659	+186%	+$4.43M	1.18%	16
2025 Q3	$2.22M	Buy	30,519 +3,204	+12%	+$209K	0.43%	56
2025 Q2	$1.7M	Sell	27,315 -69,588	-72%	-$4.31M	0.36%	53
2025 Q1	$5.71M	Buy	+96,903	New	+$5.24M	1.1%	15
2023 Q4	–	Sell	-11,335	Closed	-$397K	–	229
2023 Q3	$397K	Sell	11,335 -6,568	-37%	-$240K	0.08%	184
2023 Q2	$651K	Sell	17,903 -368	-2%	-$13.8K	0.13%	121
2023 Q1	$683K	Buy	+18,271	New	+$656K	0.15%	110
2020 Q3	–	Sell	-128,846	Closed	-$4.38M	–	177
2020 Q2	$4.38M	Buy	128,846 +18,794	+17%	+$616K	1.74%	11
2020 Q1	$3.58M	Buy	+110,052	New	+$3.33M	1.51%	15

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

TBH Global Asset Management's IAU Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, selling an estimated $43.3K and leaving 30,937 shares worth $2.34M. The position accounts for 0.43% of the portfolio, ranked #57.

TBH Global Asset Management first reported a position in IAU in Q1 2020 and has held it in 11 quarters since. The position peaked at $7.08M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

TBH Global Asset Management held 30,937 shares of iShares Gold Trust worth $2.34M as of Q2 2026.
TBH Global Asset Management sold 510 iShares Gold Trust shares in Q2 2026, an estimated $43.3K.
iShares Gold Trust made up 0.43% of TBH Global Asset Management's portfolio in Q2 2026, its #57 holding.
TBH Global Asset Management first reported a position in iShares Gold Trust in Q1 2020 and has held it in 11 quarters since.
TBH Global Asset Management's iShares Gold Trust position peaked at $7.08M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.