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Morton Capital Management LLC/CA → IAU
Morton Capital Management LLC/CA IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$12M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.2M |
| Q1 2026 | $13.4M |
| Q2 2026 | $11.3M |
| Q3 2026 | $12M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12M | 154.1K | — | — |
| Q2 2026 | $11.3M | 150.1K | — | — |
| Q1 2026 | $13.4M | 151.6K | — | — |
| Q4 2025 | $13.2M | 162.3K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B