Bedel Financial Consulting’s iShares Gold Trust IAU Stock Holding History

Bedel Financial Consulting’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	$287K	Buy	3,801 +12	+0.3%	+$1.02K	0.03%	251
2026 Q1	$334K	Hold	3,789	–	–	0.04%	212
2025 Q4	$308K	Buy	3,789 +3	+0.1%	+$235	0.03%	219
2025 Q3	$276K	Hold	3,786	–	–	0.04%	228
2025 Q2	$236K	Buy	3,786 +350	+10%	+$21.7K	0.03%	244
2025 Q1	$222K	Buy	+3,436	New	+$186K	0.03%	244
2022 Q2	–	Sell	-1,072	Closed	-$39K	–	491
2022 Q1	$39K	Hold	1,072	–	–	0.01%	432
2021 Q4	$37K	Hold	1,072	–	–	0.01%	455
2021 Q3	$36K	Sell	1,072 -24	-2%	-$818	0.01%	432
2021 Q2	$37K	Buy	1,096 +257	+31%	+$8.88K	0.01%	429
2021 Q1	$27K	Hold	839	–	–	0.01%	461
2020 Q4	$30K	Hold	839	–	–	0.01%	388
2020 Q3	$30K	Sell	839 -150	-15%	-$5.48K	0.02%	369
2020 Q2	$34K	Buy	989 +25	+3%	+$819	0.02%	328
2020 Q1	$29K	Hold	964	–	–	0.02%	336
2019 Q4	$28K	Hold	964	–	–	0.02%	370
2019 Q3	$27K	Hold	964	–	–	0.02%	364
2019 Q2	$26K	Hold	964	–	–	0.02%	370
2019 Q1	$24K	Hold	964	–	–	0.02%	370
2018 Q4	$24K	Buy	964 +142	+17%	+$3.34K	0.02%	345
2018 Q3	$19K	Buy	822 +6	+0.7%	+$139	0.01%	384
2018 Q2	$20K	Buy	816 +94	+13%	+$2.36K	0.01%	380
2018 Q1	$18K	Buy	+722	New	+$18.4K	0.01%	397

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

Bedel Financial Consulting's IAU Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Gold Trust (IAU) stake by 0.32% in Q2 2026, buying an estimated $1.02K and bringing the position to 3,801 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #251.

Bedel Financial Consulting first reported a position in IAU in Q1 2018 and has held it in 23 quarters since. The position peaked at $334K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bedel Financial Consulting held 3,801 shares of iShares Gold Trust worth $287K as of Q2 2026.
Bedel Financial Consulting bought 12 iShares Gold Trust shares in Q2 2026, an estimated $1.02K.
iShares Gold Trust made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #251 holding.
Bedel Financial Consulting first reported a position in iShares Gold Trust in Q1 2018 and has held it in 23 quarters since.
Bedel Financial Consulting's iShares Gold Trust position peaked at $334K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.