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

Wisconsin 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 		$841K Hold
11,140
– – 0.4% 41
2026
Q1 		$982K Buy
11,140
+300
+3% +$27.5K 0.54% 33
2025
Q4 		$880K Buy
10,840
+800
+8% +$62.6K 0.44% 37
2025
Q3 		$731K Buy
10,040
+2,800
+39% +$183K 0.37% 40
2025
Q2 		$451K Buy
7,240
+500
+7% +$31K 0.25% 42
2025
Q1 		$397K Buy
6,740
+275
+4% +$14.9K 0.25% 38
2024
Q4 		$320K Buy
+6,465
New +$325K 0.18% 39

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Wisconsin Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 11,140 shares worth $841K. The position accounts for 0.4% of the portfolio, ranked #41.

Wisconsin Capital Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $982K in Q1 2026. 754 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wisconsin Capital Management held 11,140 shares of iShares Gold Trust worth $841K as of Q2 2026.
  • Wisconsin Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.4% of Wisconsin Capital Management's portfolio in Q2 2026, its #41 holding.
  • Wisconsin Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Capital Management's iShares Gold Trust position peaked at $982K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wisconsin Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.