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

Titleist 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 		$3.4M Buy
45,082
+1,526
+4% +$130K 0.23% 95
2026
Q1 		$3.84M Sell
43,556
-2,470
-5% -$227K 0.29% 82
2025
Q4 		$3.74M Buy
46,026
+31,179
+210% +$2.44M 0.3% 82
2025
Q3 		$1.08M Buy
14,847
+2,326
+19% +$152K 0.09% 135
2025
Q2 		$781K Buy
12,521
+340
+3% +$21.1K 0.08% 160
2025
Q1 		$718K Buy
12,181
+582
+5% +$31.5K 0.08% 151
2024
Q4 		$574K Sell
11,599
-10,796
-48% -$542K 0.07% 176
2024
Q3 		$1.11M Buy
22,395
+2,695
+14% +$126K 0.16% 102
2024
Q2 		$865K Buy
19,700
+3,165
+19% +$140K 0.13% 113
2024
Q1 		$695K Buy
16,535
+7,511
+83% +$294K 0.12% 122
2023
Q4 		$352K Sell
9,024
-195
-2% -$7.3K 0.07% 167
2023
Q3 		$323K Hold
9,219
– – 0.07% 165
2023
Q2 		$335K Hold
9,219
– – 0.07% 163
2023
Q1 		$345K Buy
+9,219
New +$331K 0.07% 156

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Titleist Asset Management increased its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, buying an estimated $130K and bringing the position to 45,082 shares worth $3.4M. The position accounts for 0.23% of the portfolio, ranked #95.

Titleist Asset Management first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.84M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Titleist Asset Management held 45,082 shares of iShares Gold Trust worth $3.4M as of Q2 2026.
  • Titleist Asset Management bought 1,526 iShares Gold Trust shares in Q2 2026, an estimated $130K.
  • iShares Gold Trust made up 0.23% of Titleist Asset Management's portfolio in Q2 2026, its #95 holding.
  • Titleist Asset Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Titleist Asset Management's iShares Gold Trust position peaked at $3.84M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.