Beckerman Institutional’s iShares Gold Trust IAU Stock Holding History

Beckerman Institutional’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	$637K	Sell	8,431 -208	-2%	-$17.7K	0.3%	72
2026 Q1	$762K	Sell	8,639 -330	-4%	-$30.3K	0.4%	54
2025 Q4	$728K	Sell	8,969 -867	-9%	-$67.8K	0.41%	56
2025 Q3	$716K	Buy	9,836 +1,957	+25%	+$128K	0.42%	56
2025 Q2	$491K	Sell	7,879 -1,264	-14%	-$78.3K	0.33%	71
2025 Q1	$539K	Buy	9,143 +113	+1%	+$6.11K	0.39%	65
2024 Q4	$447K	Buy	9,030 +2,034	+29%	+$102K	0.36%	66
2024 Q3	$348K	Buy	+6,996	New	+$327K	0.29%	75

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

Beckerman Institutional's IAU Position: Q2 2026 in Review

Beckerman Institutional reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $17.7K and leaving 8,431 shares worth $637K. The position accounts for 0.3% of the portfolio, ranked #72.

Beckerman Institutional first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $762K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Beckerman Institutional held 8,431 shares of iShares Gold Trust worth $637K as of Q2 2026.
Beckerman Institutional sold 208 iShares Gold Trust shares in Q2 2026, an estimated $17.7K.
iShares Gold Trust made up 0.3% of Beckerman Institutional's portfolio in Q2 2026, its #72 holding.
Beckerman Institutional first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's iShares Gold Trust position peaked at $762K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.