Bellevue Asset Management’s iShares Gold Trust IAU Stock Holding History

Bellevue Asset 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	$70.3K	Hold	931	–	–	0.03%	142
2026 Q1	$82.1K	Hold	931	–	–	0.04%	121
2025 Q4	$75.6K	Hold	931	–	–	0.02%	124
2025 Q3	$67.7K	Hold	931	–	–	0.03%	128
2025 Q2	$58.1K	Hold	931	–	–	0.03%	142
2025 Q1	$54.9K	Hold	931	–	–	0.03%	147
2024 Q4	$46.1K	Hold	931	–	–	0.02%	164
2024 Q3	$46.3K	Hold	931	–	–	0.02%	169
2024 Q2	$40.9K	Hold	931	–	–	0.02%	169
2024 Q1	$39.1K	Hold	931	–	–	0.02%	174
2023 Q4	$36.3K	Hold	931	–	–	0.03%	174
2023 Q3	$32.6K	Hold	931	–	–	0.02%	180
2023 Q2	$33.9K	Hold	931	–	–	0.02%	179
2023 Q1	$34.8K	Hold	931	–	–	0.02%	177
2022 Q4	$32.2K	Hold	931	–	–	0.02%	189
2022 Q3	$30K	Hold	931	–	–	0.02%	195
2022 Q2	$32K	Hold	931	–	–	0.02%	195
2022 Q1	$34K	Hold	931	–	–	0.02%	207
2021 Q4	$32K	Hold	931	–	–	0.02%	219
2021 Q3	$31K	Hold	931	–	–	0.02%	221
2021 Q2	$31K	Hold	931	–	–	0.02%	229
2021 Q1	$30K	Hold	931	–	–	0.02%	234
2020 Q4	$33K	Hold	931	–	–	0.02%	218
2020 Q3	$33K	Hold	931	–	–	0.02%	205
2020 Q2	$32K	Hold	931	–	–	0.03%	206
2020 Q1	$30K	Hold	931	–	–	0.03%	220
2019 Q4	$27K	Buy	+931	New	+$26.4K	0.02%	225

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

Bellevue Asset Management's IAU Position: Q2 2026 in Review

Bellevue Asset Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 931 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #142.

Bellevue Asset Management first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $82.1K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bellevue Asset Management held 931 shares of iShares Gold Trust worth $70.3K as of Q2 2026.
Bellevue Asset Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of Bellevue Asset Management's portfolio in Q2 2026, its #142 holding.
Bellevue Asset Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares Gold Trust position peaked at $82.1K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.