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Truvestments Capital’s iShares Gold Trust IAU Stock Holding History

Truvestments 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
2026
Q2 		$56.9K Sell
754
-5
-0.7% -$424 0.01% 505
2026
Q1 		$66.9K Hold
759
– – 0.01% 458
2025
Q4 		$61.6K Buy
759
+23
+3% +$1.8K 0.01% 414
2025
Q3 		$53.6K Hold
736
– – 0.01% 428
2025
Q2 		$45.9K Sell
736
-33
-4% -$2.04K 0.01% 411
2025
Q1 		$45.3K Buy
769
+253
+49% +$13.7K 0.01% 414
2024
Q4 		$25.5K Buy
516
+32
+7% +$1.61K 0.01% 468
2024
Q3 		$24.1K Buy
+484
New +$22.7K 0.01% 467
2024
Q2 		– Sell
-460
Closed -$19.3K – 433
2024
Q1 		$19.3K Hold
460
– – 0.01% 440
2023
Q4 		$18K Hold
460
– – 0.01% 455
2023
Q3 		$16.1K Hold
460
– – 0.01% 402
2023
Q2 		$16.7K Sell
460
-102
-18% -$3.82K 0.01% 397
2023
Q1 		$21K Hold
562
– – 0.01% 369
2022
Q4 		$19.4K Hold
562
– – 0.01% 390
2022
Q3 		$18K Hold
562
– – 0.01% 348
2022
Q2 		$19K Buy
+562
New +$20K 0.01% 344
2022
Q1 		– Sell
-712
Closed -$25K – 338
2021
Q4 		$25K Buy
712
+7
+1% +$239 0.01% 326
2021
Q3 		$24K Buy
+705
New +$24K 0.01% 305
2021
Q2 		– Sell
-1,466
Closed -$48K – 655
2021
Q1 		$48K Buy
1,466
+705
+93% +$24.1K 0.03% 285
2020
Q4 		$28K Buy
761
+56
+8% +$2K 0.02% 319
2020
Q3 		$25K Sell
705
-56
-7% -$2.04K 0.02% 217
2020
Q2 		$24K Buy
761
+56
+8% +$1.83K 0.02% 284
2020
Q1 		$21K Buy
+705
New +$21.3K 0.03% 262
2019
Q4 		– Sell
-925
Closed -$26K – 339
2019
Q3 		$26K Hold
925
– – 0.02% 370
2019
Q2 		$25K Hold
925
– – 0.02% 385
2019
Q1 		$23K Buy
+925
New +$23.1K 0.02% 377
2018
Q3 		$21K Buy
+925
New +$21.5K 0.01% 505

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 22.9% 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

Truvestments Capital's IAU Position: Q2 2026 in Review

Truvestments Capital reduced its iShares Gold Trust (IAU) stake by 0.66% in Q2 2026, selling an estimated $424 and leaving 754 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #505.

Truvestments Capital first reported a position in IAU in Q3 2018 and has held it in 27 quarters since. The position peaked at $66.9K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Truvestments Capital held 754 shares of iShares Gold Trust worth $56.9K as of Q2 2026.
  • Truvestments Capital sold 5 iShares Gold Trust shares in Q2 2026, an estimated $424.
  • iShares Gold Trust made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #505 holding.
  • Truvestments Capital first reported a position in iShares Gold Trust in Q3 2018 and has held it in 27 quarters since.
  • Truvestments Capital's iShares Gold Trust position peaked at $66.9K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.