T
IAU icon

Tidemark’s iShares Gold Trust IAU Stock Holding History

Tidemark’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 		$254K Sell
3,366
-121
-3% -$10.3K 0.06% 135
2026
Q1 		$307K Buy
+3,487
New +$320K 0.08% 112
2025
Q4 		– Sell
-2,669
Closed -$194K – 686
2025
Q3 		$194K Buy
2,669
+56
+2% +$3.65K 0.06% 134
2025
Q2 		$163K Hold
2,613
– – 0.05% 135
2025
Q1 		$154K Hold
2,613
– – 0.06% 135
2024
Q4 		$129K Hold
2,613
– – 0.05% 152
2024
Q3 		$130K Hold
2,613
– – 0.05% 143
2024
Q2 		$115K Sell
2,613
-2,172
-45% -$96K 0.05% 142
2024
Q1 		$201K Sell
4,785
-315
-6% -$12.3K 0.11% 119
2023
Q4 		$199K Buy
+5,100
New +$191K 0.12% 111

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

Tidemark's IAU Position: Q2 2026 in Review

Tidemark reduced its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 3,366 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #135.

Tidemark first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Tidemark held 3,366 shares of iShares Gold Trust worth $254K as of Q2 2026.
  • Tidemark sold 121 iShares Gold Trust shares in Q2 2026, an estimated $10.3K.
  • iShares Gold Trust made up 0.06% of Tidemark's portfolio in Q2 2026, its #135 holding.
  • Tidemark first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's iShares Gold Trust position peaked at $307K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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