Avory & Company’s iShares Gold Trust IAU Stock Holding History

Avory & Company’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	$1.51M	Hold	20,000	–	–	1.89%	15
2026 Q1	$1.76M	Hold	20,000	–	–	2.28%	14
2025 Q4	$1.62M	Hold	20,000	–	–	1.04%	14
2025 Q3	$1.46M	Hold	20,000	–	–	0.88%	14
2025 Q2	$1.25M	Hold	20,000	–	–	0.76%	14
2025 Q1	$1.18M	Hold	20,000	–	–	0.78%	14
2024 Q4	$990K	Hold	20,000	–	–	0.55%	13
2024 Q3	$994K	Hold	20,000	–	–	0.6%	13
2024 Q2	$879K	Hold	20,000	–	–	0.62%	13
2024 Q1	$840K	Hold	20,000	–	–	0.57%	14
2023 Q4	$781K	Buy	20,000 +11,000	+122%	+$412K	0.55%	13
2023 Q3	$315K	Hold	9,000	–	–	0.27%	23
2023 Q2	$328K	Hold	9,000	–	–	0.25%	31
2023 Q1	$336K	Hold	9,000	–	–	0.23%	26
2022 Q4	$311K	Buy	+9,000	New	+$296K	0.25%	26

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

Avory & Company's IAU Position: Q2 2026 in Review

Avory & Company held its iShares Gold Trust (IAU) position steady in Q2 2026 at 20,000 shares worth $1.51M. The position accounts for 1.89% of the portfolio, ranked #15.

Avory & Company first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Avory & Company held 20,000 shares of iShares Gold Trust worth $1.51M as of Q2 2026.
Avory & Company left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 1.89% of Avory & Company's portfolio in Q2 2026, its #15 holding.
Avory & Company first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Avory & Company's iShares Gold Trust position peaked at $1.76M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.