TD Capital Management’s iShares Gold Trust IAU Stock Holding History

TD Capital 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	$9.82K	Hold	130	–	–	﹤0.01%	456
2026 Q1	$11.5K	Hold	130	–	–	﹤0.01%	462
2025 Q4	$10.6K	Hold	130	–	–	﹤0.01%	441
2025 Q3	$9.46K	Hold	130	–	–	﹤0.01%	428
2025 Q2	$8.11K	Hold	130	–	–	﹤0.01%	445
2025 Q1	$7.67K	Buy	130 +50	+63%	+$2.71K	﹤0.01%	335
2024 Q4	$3.96K	Hold	80	–	–	﹤0.01%	373
2024 Q3	$3.98K	Hold	80	–	–	﹤0.01%	357
2024 Q2	$3.51K	Hold	80	–	–	﹤0.01%	338
2024 Q1	$3.36K	Hold	80	–	–	﹤0.01%	355
2023 Q4	$3.12K	Hold	80	–	–	﹤0.01%	348
2023 Q3	$2.8K	Hold	80	–	–	﹤0.01%	351
2023 Q2	$2.91K	Hold	80	–	–	﹤0.01%	356
2023 Q1	$2.99K	Hold	80	–	–	﹤0.01%	350
2022 Q4	$2.77K	Hold	80	–	–	﹤0.01%	326
2022 Q3	$3K	Buy	+80	New	+$2.62K	﹤0.01%	302
2022 Q1	–	Sell	-80	Closed	-$3K	–	213
2021 Q4	$3K	Sell	80 -21	-21%	-$718	﹤0.01%	334
2021 Q3	$3K	Buy	+101	New	+$3.44K	﹤0.01%	313
2018 Q3	–	Sell	-65	Closed	-$2K	–	202
2018 Q2	$2K	Hold	65	–	–	﹤0.01%	165
2018 Q1	$2K	Hold	65	–	–	﹤0.01%	171
2017 Q4	$2K	Hold	65	–	–	﹤0.01%	168
2017 Q3	$2K	Buy	+65	New	+$1.6K	﹤0.01%	234
2013 Q4	–	Sell	-360	Closed	-$9K	–	174
2013 Q3	$9K	Sell	360 -390	-52%	-$10.1K	﹤0.01%	155
2013 Q2	$18K	Buy	+750	New	+$20.6K	﹤0.01%	146

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

TD Capital Management's IAU Position: Q2 2026 in Review

TD Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 130 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

TD Capital Management first reported a position in IAU in Q2 2013 and has held it in 24 quarters since. The position peaked at $18K in Q2 2013. 1,900 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

TD Capital Management held 130 shares of iShares Gold Trust worth $9.82K as of Q2 2026.
TD Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #456 holding.
TD Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 24 quarters since.
TD Capital Management's iShares Gold Trust position peaked at $18K in Q2 2013.
1,900 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.