Arlington Trust’s iShares Gold Trust IAU Stock Holding History

Arlington Trust’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	$2.54M	Sell	33,600 -3,156	-9%	-$268K	0.21%	19
2026 Q1	$3.24M	Hold	36,756	–	–	0.29%	18
2025 Q4	$2.98M	Buy	36,756 +229	+0.6%	+$17.9K	0.3%	17
2025 Q3	$2.66M	Hold	36,527	–	–	0.48%	29
2025 Q2	$2.28M	Hold	36,527	–	–	0.44%	31
2025 Q1	$2.15M	Hold	36,527	–	–	0.46%	28
2024 Q4	$1.81M	Hold	36,527	–	–	0.38%	31
2024 Q3	$1.82M	Sell	36,527 -496	-1%	-$23.2K	0.4%	29
2024 Q2	$1.63M	Hold	37,023	–	–	0.38%	32
2024 Q1	$1.56M	Hold	37,023	–	–	0.4%	35
2023 Q4	$1.45M	Buy	+37,023	New	+$1.39M	0.41%	36

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

Arlington Trust's IAU Position: Q2 2026 in Review

Arlington Trust reduced its iShares Gold Trust (IAU) stake by 8.6% in Q2 2026, selling an estimated $268K and leaving 33,600 shares worth $2.54M. The position accounts for 0.21% of the portfolio, ranked #19.

Arlington Trust first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Arlington Trust held 33,600 shares of iShares Gold Trust worth $2.54M as of Q2 2026.
Arlington Trust sold 3,156 iShares Gold Trust shares in Q2 2026, an estimated $268K.
iShares Gold Trust made up 0.21% of Arlington Trust's portfolio in Q2 2026, its #19 holding.
Arlington Trust first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's iShares Gold Trust position peaked at $3.24M in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.