TCA
IAU icon

Trifecta Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Trifecta Capital Advisors’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 		$756 Hold
10
– – ﹤0.01% 388
2026
Q1 		$882 Buy
+10
New +$917 ﹤0.01% 265
2025
Q4 		– Sell
-235
Closed -$17.1K – 349
2025
Q3 		$17.1K Buy
+235
New +$15.3K ﹤0.01% 214
2023
Q1 		– Sell
-22
Closed -$761 – 434
2022
Q4 		$761 Buy
+22
New +$722 ﹤0.01% 394

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

Trifecta Capital Advisors's IAU Position: Q2 2026 in Review

Trifecta Capital Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 10 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Trifecta Capital Advisors first reported a position in IAU in Q4 2022 and has held it in 4 quarters since. The position peaked at $17.1K in Q3 2025. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Trifecta Capital Advisors held 10 shares of iShares Gold Trust worth $756 as of Q2 2026.
  • Trifecta Capital Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #388 holding.
  • Trifecta Capital Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 4 quarters since.
  • Trifecta Capital Advisors's iShares Gold Trust position peaked at $17.1K in Q3 2025.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.