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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Winthrop Capital Management's IAU Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,422 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #106.

Winthrop Capital Management first reported a position in IAU in Q4 2023 and has held it in 8 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Winthrop Capital Management held 3,422 shares of iShares Gold Trust worth $302K as of Q1 2026.
  • Winthrop Capital Management left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.08% of Winthrop Capital Management's portfolio in Q1 2026, its #106 holding.
  • Winthrop Capital Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 8 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.