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MAI Capital Management

Position in IAU — Ishares Gold Trust

CIK 1040197 INDEPENDENCE, OH

Position in IAU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$73,787,314
+$7,501,662 QoQ
Shares Held
977,186
+30.0% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#67
of 1,904 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $73,787,314 977,186
2026-03-31 $66,285,652 751,879
2025-12-31 $60,691,377 747,707
2025-09-30 $42,746,917 587,425
2025-06-30 $32,994,800 529,102
2025-03-31 $32,130,016 544,946
2024-12-31 $25,673,856 518,559