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

Winthrop 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	$228K	Sell	3,022 -400	-12%	-$34K	0.06%	117
2026 Q1	$302K	Hold	3,422	–	–	0.08%	106
2025 Q4	$278K	Hold	3,422	–	–	0.06%	114
2025 Q3	$249K	Hold	3,422	–	–	0.06%	116
2025 Q2	$213K	Hold	3,422	–	–	0.05%	126
2025 Q1	$202K	Hold	3,422	–	–	0.06%	120
2024 Q4	$168K	Buy	+3,422	New	+$172K	0.04%	131
2024 Q2	–	Sell	-3,400	Closed	-$143K	–	163
2024 Q1	$143K	Hold	3,400	–	–	0.07%	70
2023 Q4	$133K	Buy	+3,400	New	+$127K	0.04%	131

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Winthrop Capital Management reduced its iShares Gold Trust (IAU) stake by 12% in Q2 2026, selling an estimated $34K and leaving 3,022 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #117.

Winthrop Capital Management first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. The position peaked at $302K in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Winthrop Capital Management held 3,022 shares of iShares Gold Trust worth $228K as of Q2 2026.
Winthrop Capital Management sold 400 iShares Gold Trust shares in Q2 2026, an estimated $34K.
iShares Gold Trust made up 0.06% of Winthrop Capital Management's portfolio in Q2 2026, its #117 holding.
Winthrop Capital Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's iShares Gold Trust position peaked at $302K in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.