Bellwether Advisors’s iShares Gold Trust IAU Stock Holding History

Bellwether 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	$3.53M	Sell	46,755 -33,011	-41%	-$2.8M	0.52%	44
2026 Q1	$7.03M	Buy	+79,766	New	+$7.32M	1.19%	18
2024 Q3	–	Sell	-310,470	Closed	-$13.6M	–	132
2024 Q2	$13.6M	Buy	+310,470	New	+$13.7M	2.86%	8
2022 Q1	–	Sell	-1,200	Closed	-$41K	–	577
2021 Q4	$41K	Hold	1,200	–	–	0.01%	207
2021 Q3	$40K	Hold	1,200	–	–	0.01%	214
2021 Q2	$40K	Hold	1,200	–	–	0.01%	189
2021 Q1	$39K	Hold	1,200	–	–	0.02%	177
2020 Q4	$43K	Buy	+1,200	New	+$43K	0.02%	171

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

Bellwether Advisors's IAU Position: Q2 2026 in Review

Bellwether Advisors reduced its iShares Gold Trust (IAU) stake by 41% in Q2 2026, selling an estimated $2.8M and leaving 46,755 shares worth $3.53M. The position accounts for 0.52% of the portfolio, ranked #44.

Bellwether Advisors first reported a position in IAU in Q4 2020 and has held it in 8 quarters since. The position peaked at $13.6M in Q2 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bellwether Advisors held 46,755 shares of iShares Gold Trust worth $3.53M as of Q2 2026.
Bellwether Advisors sold 33,011 iShares Gold Trust shares in Q2 2026, an estimated $2.8M.
iShares Gold Trust made up 0.52% of Bellwether Advisors's portfolio in Q2 2026, its #44 holding.
Bellwether Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 8 quarters since.
Bellwether Advisors's iShares Gold Trust position peaked at $13.6M in Q2 2024.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.