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

Towneley 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	$8.41M	Buy	111,410 +2,414	+2%	+$205K	1.65%	14
2026 Q1	$9.61M	Buy	108,996 +2,339	+2%	+$215K	2.01%	13
2025 Q4	$8.66M	Sell	106,657 -2,331	-2%	-$182K	1.83%	14
2025 Q3	$7.93M	Sell	108,988 -5,663	-5%	-$369K	1.72%	14
2025 Q2	$7.15M	Sell	114,651 -26,670	-19%	-$1.65M	1.64%	14
2025 Q1	$8.33M	Buy	141,321 +3,278	+2%	+$177K	1.95%	12
2024 Q4	$6.83M	Sell	138,043 -1,890	-1%	-$95K	1.62%	13
2024 Q3	$6.95M	Sell	139,933 -4,819	-3%	-$226K	1.58%	13
2024 Q2	$6.36M	Sell	144,752 -18,905	-12%	-$835K	1.49%	13
2024 Q1	$6.88M	Sell	163,657 -1,574	-1%	-$61.7K	1.69%	15
2023 Q4	$6.45M	Buy	+165,231	New	+$6.18M	1.65%	15

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

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

Towneley Capital Management increased its iShares Gold Trust (IAU) stake by 2.2% in Q2 2026, buying an estimated $205K and bringing the position to 111,410 shares worth $8.41M. The position accounts for 1.65% of the portfolio, ranked #14.

Towneley Capital Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.61M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Towneley Capital Management held 111,410 shares of iShares Gold Trust worth $8.41M as of Q2 2026.
Towneley Capital Management bought 2,414 iShares Gold Trust shares in Q2 2026, an estimated $205K.
iShares Gold Trust made up 1.65% of Towneley Capital Management's portfolio in Q2 2026, its #14 holding.
Towneley Capital Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's iShares Gold Trust position peaked at $9.61M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.