Baron Silver Stevens Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Baron Silver Stevens Financial 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	–	Sell	-2,569	Closed	-$226K	–	143
2026 Q1	$226K	Sell	2,569 -25	-1%	-$2.29K	0.03%	125
2025 Q4	$211K	Sell	2,594 -1,930	-43%	-$151K	0.03%	132
2025 Q3	$329K	Buy	4,524 +434	+11%	+$28.3K	0.05%	103
2025 Q2	$255K	Buy	+4,090	New	+$253K	0.04%	116
2022 Q1	–	Sell	-9,930	Closed	-$345K	–	96
2021 Q4	$345K	Hold	9,930	–	–	0.08%	61
2021 Q3	$331K	Hold	9,930	–	–	0.09%	58
2021 Q2	$334K	Sell	9,930 -413	-4%	-$14.3K	0.09%	59
2021 Q1	$336K	Sell	10,343 -1,897	-15%	-$64.8K	0.18%	35
2020 Q4	$443K	Buy	+12,240	New	+$438K	0.15%	39

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

Baron Silver Stevens Financial Advisors's IAU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,569 shares — an estimated $226K sold.

Baron Silver Stevens Financial Advisors first reported a position in IAU in Q4 2020 and held it in 9 quarters. The position peaked at $443K in Q4 2020. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,569 iShares Gold Trust shares in Q2 2026, an estimated $226K.
Baron Silver Stevens Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 9 quarters.
Baron Silver Stevens Financial Advisors's iShares Gold Trust position peaked at $443K in Q4 2020.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.