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Woodward Diversified Capital’s iShares Gold Trust IAU Stock Holding History

Woodward Diversified 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 		$402K Hold
5,326
– – 0.18% 122
2026
Q1 		$486K Sell
5,326
-700
-12% -$64.2K 0.22% 102
2025
Q4 		$489K Sell
6,026
-2,044
-25% -$160K 0.22% 100
2025
Q3 		$587K Sell
8,070
-40
-0.5% -$2.61K 0.27% 92
2025
Q2 		$506K Sell
8,110
-1,010
-11% -$62.6K 0.26% 90
2025
Q1 		$538K Hold
9,120
– – 0.38% 65
2024
Q4 		$452K Sell
9,120
-75
-0.8% -$3.77K 0.33% 67
2024
Q3 		$457K Sell
9,195
-500
-5% -$23.4K 0.29% 94
2024
Q2 		$426K Sell
9,695
-2,000
-17% -$88.4K 0.25% 99
2024
Q1 		$491K Sell
11,695
-10,646
-48% -$417K 0.31% 90
2023
Q4 		$872K Sell
22,341
-2,340
-9% -$87.6K 0.55% 48
2023
Q3 		$864K Sell
24,681
-1,687
-6% -$61.6K 0.62% 48
2023
Q2 		$960K Sell
26,368
-714
-3% -$26.8K 0.72% 40
2023
Q1 		$1.01M Sell
27,082
-374
-1% -$13.4K 0.8% 35
2022
Q4 		$950K Sell
27,456
-100
-0.4% -$3.28K 0.76% 35
2022
Q3 		$869K Sell
27,556
-4,750
-15% -$156K 0.72% 34
2022
Q2 		$1.11M Sell
32,306
-18,892
-37% -$672K 0.85% 29
2022
Q1 		$1.89M Sell
51,198
-2,859
-5% -$102K 1.23% 15
2021
Q4 		$1.88M Sell
54,057
-27,350
-34% -$935K 1.11% 17
2021
Q3 		$2.72M Sell
81,407
-4,982
-6% -$170K 1.71% 9
2021
Q2 		$2.91M Sell
86,389
-9,944
-10% -$344K 1.66% 9
2021
Q1 		$3.13M Sell
96,333
-27,455
-22% -$938K 1.84% 10
2020
Q4 		$4.49M Buy
+123,788
New +$4.43M 2.91% 6

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

Woodward Diversified Capital's IAU Position: Q2 2026 in Review

Woodward Diversified Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,326 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #122.

Woodward Diversified Capital first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.49M in Q4 2020. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Woodward Diversified Capital held 5,326 shares of iShares Gold Trust worth $402K as of Q2 2026.
  • Woodward Diversified Capital left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.18% of Woodward Diversified Capital's portfolio in Q2 2026, its #122 holding.
  • Woodward Diversified Capital first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's iShares Gold Trust position peaked at $4.49M in Q4 2020.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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