TC
IAU icon

TownSquare Capital’s iShares Gold Trust IAU Stock Holding History

TownSquare Capital’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
2025
Q4 		– Sell
-13,461
Closed -$980K – 290
2025
Q3 		$980K Sell
13,461
-6,567
-33% -$428K 0.15% 135
2025
Q2 		$1.25M Sell
20,028
-43,373
-68% -$2.69M 0.12% 159
2025
Q1 		$3.74M Buy
63,401
+15,796
+33% +$854K 0.04% 397
2024
Q4 		$2.36M Buy
47,605
+13,032
+38% +$655K 0.03% 531
2024
Q3 		$1.72M Buy
34,573
+1,943
+6% +$90.9K 0.02% 585
2024
Q2 		$1.43M Buy
32,630
+4,752
+17% +$210K 0.02% 585
2024
Q1 		$1.17M Sell
27,878
-1,948
-7% -$76.4K 0.02% 618
2023
Q4 		$1.16M Sell
29,826
-1,450
-5% -$54.3K 0.02% 558
2023
Q3 		$1.09M Buy
31,276
+2,828
+10% +$103K 0.02% 526
2023
Q2 		$1.04M Buy
28,448
+3,457
+14% +$130K 0.02% 532
2023
Q1 		$934K Buy
24,991
+3,752
+18% +$135K 0.02% 492
2022
Q4 		$735K Buy
21,239
+1,516
+8% +$49.8K 0.02% 533
2022
Q3 		$622K Sell
19,723
-1,883
-9% -$61.7K 0.02% 451
2022
Q2 		$741K Buy
21,606
+302
+1% +$10.7K 0.02% 397
2022
Q1 		$785K Buy
21,304
+1,955
+10% +$69.8K 0.02% 397
2021
Q4 		$674K Sell
19,349
-33
-0.2% -$1.13K 0.02% 423
2021
Q3 		$648K Buy
+19,382
New +$660K 0.02% 402
2021
Q2 		– Sell
-9,675
Closed -$315K – 623
2021
Q1 		$315K Sell
9,675
-5,263
-35% -$180K 0.01% 470
2020
Q4 		$542K Sell
14,938
-1,600
-10% -$57.3K 0.02% 365
2020
Q3 		$595K Sell
16,538
-520
-3% -$19K 0.03% 286
2020
Q2 		$587K Sell
17,058
-788
-4% -$25.8K 0.04% 259
2020
Q1 		$579K Sell
17,846
-423
-2% -$12.8K 0.05% 248
2019
Q4 		$529K Sell
18,269
-295
-2% -$8.37K 0.04% 276
2019
Q3 		$521K Sell
18,564
-6,142
-25% -$173K 0.04% 299
2019
Q2 		$681K Sell
24,706
-9,434
-28% -$236K 0.06% 216
2019
Q1 		$845K Buy
34,140
+13,063
+62% +$326K 0.07% 199
2018
Q4 		$527K Buy
+21,077
New +$496K 0.07% 201

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TownSquare Capital's IAU Position: Q4 2025 in Review

TownSquare Capital sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 13,461 shares — an estimated $980K sold.

TownSquare Capital first reported a position in IAU in Q4 2018 and held it in 27 quarters. The position peaked at $3.74M in Q1 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • TownSquare Capital reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 13,461 iShares Gold Trust shares in Q4 2025, an estimated $980K.
  • TownSquare Capital first reported a position in iShares Gold Trust in Q4 2018 and held it in 27 quarters.
  • TownSquare Capital's iShares Gold Trust position peaked at $3.74M in Q1 2025.
  • 1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.