Accredited Investors’s iShares Gold Trust IAU Stock Holding History

Accredited Investors’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	$696K	Buy	9,214 +2,265	+33%	+$192K	0.03%	144
2026 Q1	$613K	Buy	6,949 +615	+10%	+$56.4K	0.03%	141
2025 Q4	$514K	Buy	6,334 +753	+13%	+$58.9K	0.03%	157
2025 Q3	$406K	Buy	5,581 +1,000	+22%	+$65.2K	0.02%	164
2025 Q2	$286K	Buy	+4,581	New	+$284K	0.02%	194
2015 Q4	–	Sell	-46,871	Closed	-$1.01M	–	93
2015 Q3	$1.01M	Sell	46,871 -1,419,631	-97%	-$30.9M	0.27%	27
2015 Q2	$33.3M	Sell	1,466,502 -48,863	-3%	-$1.13M	8.74%	4
2015 Q1	$34.7M	Buy	+1,515,365	New	+$35.7M	8.83%	6

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

Accredited Investors's IAU Position: Q2 2026 in Review

Accredited Investors increased its iShares Gold Trust (IAU) stake by 33% in Q2 2026, buying an estimated $192K and bringing the position to 9,214 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #144.

Accredited Investors first reported a position in IAU in Q1 2015 and has held it in 8 quarters since. The position peaked at $34.7M in Q1 2015. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Accredited Investors held 9,214 shares of iShares Gold Trust worth $696K as of Q2 2026.
Accredited Investors bought 2,265 iShares Gold Trust shares in Q2 2026, an estimated $192K.
iShares Gold Trust made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #144 holding.
Accredited Investors first reported a position in iShares Gold Trust in Q1 2015 and has held it in 8 quarters since.
Accredited Investors's iShares Gold Trust position peaked at $34.7M in Q1 2015.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.