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Beese Fulmer Investment Management’s iShares Gold Trust IAU Stock Holding History

Beese Fulmer Investment Management’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 		$528K Hold
6,997
– – 0.03% 207
2026
Q1 		$617K Sell
6,997
-1,775
-20% -$163K 0.04% 190
2025
Q4 		$712K Sell
8,772
-441
-5% -$34.5K 0.05% 165
2025
Q3 		$670K Buy
9,213
+1,161
+14% +$75.7K 0.05% 167
2025
Q2 		$502K Buy
+8,052
New +$499K 0.04% 179
2020
Q3 		– Sell
-1,000
Closed -$34K – 352
2020
Q2 		$34K Buy
+1,000
New +$32.8K 0.01% 363

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Beese Fulmer Investment Management's IAU Position: Q2 2026 in Review

Beese Fulmer Investment Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,997 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #207.

Beese Fulmer Investment Management first reported a position in IAU in Q2 2020 and has held it in 6 quarters since. The position peaked at $712K in Q4 2025. 876 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Beese Fulmer Investment Management held 6,997 shares of iShares Gold Trust worth $528K as of Q2 2026.
  • Beese Fulmer Investment Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #207 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 6 quarters since.
  • Beese Fulmer Investment Management's iShares Gold Trust position peaked at $712K in Q4 2025.
  • 876 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.