1620 Investment Advisors’s iShares Gold Trust IAU Stock Holding History

1620 Investment Advisors’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	$53.5K	Hold	708	–	–	0.03%	318
2026 Q1	$62.4K	Hold	708	–	–	0.04%	288
2025 Q4	$57.5K	Hold	708	–	–	0.04%	287
2025 Q3	$51.5K	Hold	708	–	–	0.04%	289
2025 Q2	$44.2K	Hold	708	–	–	0.03%	320
2025 Q1	$41.7K	Hold	708	–	–	0.03%	320
2024 Q4	$35.1K	Hold	708	–	–	0.03%	332
2024 Q3	$35.2K	Hold	708	–	–	0.03%	343
2024 Q2	$31.1K	Buy	+708	New	+$31.3K	0.02%	345

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

1620 Investment Advisors's IAU Position: Q2 2026 in Review

1620 Investment Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 708 shares worth $53.5K. The position accounts for 0.03% of the portfolio, ranked #318.

1620 Investment Advisors first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.4K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

1620 Investment Advisors held 708 shares of iShares Gold Trust worth $53.5K as of Q2 2026.
1620 Investment Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #318 holding.
1620 Investment Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's iShares Gold Trust position peaked at $62.4K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.