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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Towneley Capital Management's IAU Position: Q1 2026 in Review

Towneley Capital Management increased its iShares Gold Trust (IAU) stake by 2.2% in Q1 2026, buying an estimated $215K and bringing the position to 108,996 shares worth $9.61M. The position accounts for 2.01% of the portfolio, ranked #13.

Towneley Capital Management first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Towneley Capital Management held 108,996 shares of iShares Gold Trust worth $9.61M as of Q1 2026.
  • Towneley Capital Management bought 2,339 iShares Gold Trust shares in Q1 2026, an estimated $215K.
  • iShares Gold Trust made up 2.01% of Towneley Capital Management's portfolio in Q1 2026, its #13 holding.
  • Towneley Capital Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.