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TCP Asset Management’s iShares Gold Trust IAU Stock Holding History

TCP 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 		$474K Hold
6,275
– – 0.05% 84
2026
Q1 		$553K Buy
6,275
+43
+0.7% +$3.94K 0.07% 68
2025
Q4 		$506K Buy
6,232
+1
+0% +$78 0.09% 51
2025
Q3 		$453K Hold
6,231
– – 0.08% 56
2025
Q2 		$389K Sell
6,231
-77
-1% -$4.77K 0.08% 55
2025
Q1 		$372K Sell
6,308
-314
-5% -$17K 0.08% 55
2024
Q4 		$328K Sell
6,622
-50
-0.7% -$2.51K 0.07% 64
2024
Q3 		$332K Buy
6,672
+195
+3% +$9.13K 0.08% 63
2024
Q2 		$285K Hold
6,477
– – 0.07% 54
2024
Q1 		$272K Hold
6,477
– – 0.07% 58
2023
Q4 		$253K Hold
6,477
– – 0.09% 57
2023
Q3 		$227K Buy
6,477
+82
+1% +$2.99K 0.1% 53
2023
Q2 		$233K Hold
6,395
– – 0.1% 54
2023
Q1 		$239K Buy
6,395
+239
+4% +$8.58K 0.13% 52
2022
Q4 		$213K Buy
+6,156
New +$202K 0.17% 45

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

TCP Asset Management's IAU Position: Q2 2026 in Review

TCP Asset Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,275 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #84.

TCP Asset Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $553K in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • TCP Asset Management held 6,275 shares of iShares Gold Trust worth $474K as of Q2 2026.
  • TCP Asset Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of TCP Asset Management's portfolio in Q2 2026, its #84 holding.
  • TCP Asset Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • TCP Asset Management's iShares Gold Trust position peaked at $553K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.