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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

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

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. 1,909 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.
  • 1,909 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.