Bare Financial Services’s iShares Gold Trust IAU Stock Holding History

Bare Financial Services’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	$9.36K	Hold	124	–	–	﹤0.01%	606
2026 Q1	$10.9K	Hold	124	–	–	﹤0.01%	303
2025 Q4	$10.1K	Hold	124	–	–	﹤0.01%	248
2025 Q3	$9.02K	Hold	124	–	–	﹤0.01%	266
2025 Q2	$7.73K	Sell	124 -130	-51%	-$8.06K	﹤0.01%	257
2025 Q1	$15K	Buy	254 +130	+105%	+$7.03K	0.01%	100
2024 Q4	$6.14K	Hold	124	–	–	﹤0.01%	117
2024 Q3	$6.16K	Hold	124	–	–	﹤0.01%	113
2024 Q2	$5.74K	Hold	124	–	–	﹤0.01%	111
2024 Q1	$5.37K	Hold	124	–	–	0.01%	103
2023 Q4	$4.84K	Buy	+124	New	+$4.64K	0.01%	89

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

Bare Financial Services's IAU Position: Q2 2026 in Review

Bare Financial Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 124 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Bare Financial Services first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $15K in Q1 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bare Financial Services held 124 shares of iShares Gold Trust worth $9.36K as of Q2 2026.
Bare Financial Services left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #606 holding.
Bare Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Bare Financial Services's iShares Gold Trust position peaked at $15K in Q1 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.