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

Verger 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 		$16.9M Buy
223,830
+10,767
+5% +$914K 4.95% 8
2026
Q1 		$18.8M Sell
213,063
-57,735
-21% -$5.3M 5.54% 7
2025
Q4 		$22M Buy
270,798
+13,105
+5% +$1.02M 6.51% 7
2025
Q3 		$18.8M Buy
257,693
+21,509
+9% +$1.4M 6.09% 7
2025
Q2 		$14.7M Sell
236,184
-6,775
-3% -$420K 5.8% 7
2025
Q1 		$14.3M Buy
242,959
+10,323
+4% +$558K 6.3% 7
2024
Q4 		$11.5M Hold
232,636
– – 5.74% 7
2024
Q3 		$11.6M Sell
232,636
-111,033
-32% -$5.2M 5.72% 7
2024
Q2 		$15.1M Hold
343,669
– – 7.7% 7
2024
Q1 		$14.4M Buy
343,669
+104,525
+44% +$4.1M 7.38% 7
2023
Q4 		$9.33M Hold
239,144
– – 5.21% 8
2023
Q3 		$8.37M Hold
239,144
– – 7.4% 6
2023
Q2 		$8.7M Sell
239,144
-104,525
-30% -$3.92M 5.4% 7
2023
Q1 		$12.8M Buy
343,669
+104,525
+44% +$3.75M 6.93% 7
2022
Q4 		$8.27M Sell
239,144
-86,175
-26% -$2.83M 4.64% 7
2022
Q3 		$10.3M Buy
325,319
+86,175
+36% +$2.82M 6.77% 7
2022
Q2 		$8.21M Buy
239,144
+2,300
+1% +$81.8K 6.1% 6
2022
Q1 		$8.72M Hold
236,844
– – 6.84% 6
2021
Q4 		$8.24M Buy
236,844
+10,275
+5% +$351K 6.35% 6
2021
Q3 		$7.57M Buy
226,569
+45,500
+25% +$1.55M 6.17% 6
2021
Q2 		$6.1M Sell
181,069
-6,471
-3% -$224K 5% 8
2021
Q1 		$6.1M Hold
187,540
– – 5.24% 7
2020
Q4 		$6.8M Hold
187,540
– – 5.96% 5
2020
Q3 		$6.75M Buy
187,540
+14,962
+9% +$546K 6.05% 6
2020
Q2 		$5.86M Buy
172,578
+16,138
+10% +$529K 4.8% 7
2020
Q1 		$4.71M Sell
156,440
-371,194
-70% -$11.2M 3.66% 8
2019
Q4 		$15.3M Buy
527,634
+14,830
+3% +$421K 7.49% 6
2019
Q3 		$14.5M Buy
512,804
+46,898
+10% +$1.32M 7.72% 5
2019
Q2 		$12.6M Sell
465,906
-8,163
-2% -$205K 6.67% 6
2019
Q1 		$11.7M Sell
474,069
-8,070
-2% -$202K 6.25% 6
2018
Q4 		$11.9M Hold
482,139
– – 6.49% 6
2018
Q3 		$11M Buy
482,139
+11,713
+2% +$272K 4.99% 6
2018
Q2 		$11.3M Buy
470,426
+8,716
+2% +$219K 4.49% 6
2018
Q1 		$11.8M Sell
461,710
-567
-0.1% -$14.5K 4.9% 6
2017
Q4 		$11.6M Buy
462,277
+56,800
+14% +$1.39M 4.51% 5
2017
Q3 		$9.98M Buy
405,477
+61,002
+18% +$1.5M 3.92% 7
2017
Q2 		$8.23M Hold
344,475
– – 3.58% 7
2017
Q1 		$8.27M Buy
344,475
+28,000
+9% +$658K 3.68% 6
2016
Q4 		$7.01M Buy
316,475
+77,150
+32% +$1.81M 3.11% 8
2016
Q3 		$6.07M Buy
239,325
+66,500
+38% +$1.71M 2.71% 10
2016
Q2 		$4.41M Buy
172,825
+13,250
+8% +$322K 1.84% 11
2016
Q1 		$3.79M Buy
159,575
+47,500
+42% +$1.09M 1.73% 11
2015
Q4 		$2.29M Buy
112,075
+25,000
+29% +$533K 1.17% 11
2015
Q3 		$1.88M Sell
87,075
-315,561
-78% -$6.86M 1.04% 10
2015
Q2 		$9.13M Hold
402,636
– – 4.48% 6
2015
Q1 		$9.22M Buy
402,636
+115,910
+40% +$2.73M 4.43% 7
2014
Q4 		$6.56M Buy
+286,726
New +$6.67M 4.34% 7

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Verger Capital Management increased its iShares Gold Trust (IAU) stake by 5.1% in Q2 2026, buying an estimated $914K and bringing the position to 223,830 shares worth $16.9M. The position accounts for 4.95% of the portfolio, ranked #8.

Verger Capital Management first reported a position in IAU in Q4 2014 and has held it in 47 quarters since. The position peaked at $22M in Q4 2025. 967 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Verger Capital Management held 223,830 shares of iShares Gold Trust worth $16.9M as of Q2 2026.
  • Verger Capital Management bought 10,767 iShares Gold Trust shares in Q2 2026, an estimated $914K.
  • iShares Gold Trust made up 4.95% of Verger Capital Management's portfolio in Q2 2026, its #8 holding.
  • Verger Capital Management first reported a position in iShares Gold Trust in Q4 2014 and has held it in 47 quarters since.
  • Verger Capital Management's iShares Gold Trust position peaked at $22M in Q4 2025.
  • 967 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Verger Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.