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Benjamin Edwards Inc’s iShares Gold Trust IAU Stock Holding History

Benjamin Edwards Inc’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 		$738K Hold
9,775
– – 0.01% 917
2026
Q1 		$862K Sell
9,775
-7,116
-42% -$653K 0.01% 808
2025
Q4 		$1.37M Sell
16,891
-7,743
-31% -$606K 0.02% 610
2025
Q3 		$1.79M Buy
24,634
+6,273
+34% +$409K 0.02% 518
2025
Q2 		$1.14M Sell
18,361
-37
-0.2% -$2.29K 0.01% 591
2025
Q1 		$1.08M Buy
18,398
+3,272
+22% +$177K 0.02% 553
2024
Q4 		$749K Buy
15,126
+3,196
+27% +$161K 0.01% 704
2024
Q3 		$593K Buy
+11,930
New +$558K 0.01% 743
2024
Q2 		– Sell
-313
Closed -$13K – 746
2024
Q1 		$13K Buy
+313
New +$12.3K ﹤0.01% 621
2023
Q1 		– Sell
-25,415
Closed -$879K – 726
2022
Q4 		$879K Sell
25,415
-35,652
-58% -$1.17M 0.23% 125
2022
Q3 		$1.93M Sell
61,067
-14,504
-19% -$475K 0.58% 48
2022
Q2 		$2.59M Buy
75,571
+26,023
+53% +$926K 0.76% 36
2022
Q1 		$1.82M Sell
49,548
-20,939
-30% -$748K 0.53% 50
2021
Q4 		$2.45M Buy
70,487
+13,716
+24% +$469K 0.79% 30
2021
Q3 		$1.9M Buy
56,771
+10,037
+21% +$342K 1.15% 12
2021
Q2 		$1.57M Buy
46,734
+4,401
+10% +$152K 1.08% 18
2021
Q1 		$1.38M Sell
42,333
-10,075
-19% -$344K 1.05% 17
2020
Q4 		$1.9M Buy
52,408
+11,360
+28% +$407K 1.47% 5
2020
Q3 		$1.48M Buy
41,048
+9,071
+28% +$331K 1.22% 15
2020
Q2 		$1.09M Sell
31,977
-3,863
-11% -$127K 0.91% 29
2020
Q1 		$1.08M Buy
35,840
+8,821
+33% +$267K 1.12% 13
2019
Q4 		$784K Buy
27,019
+18,036
+201% +$512K 1.6% 13
2019
Q3 		$253K Sell
8,983
-337
-4% -$9.51K 0.55% 46
2019
Q2 		$252K Buy
9,320
+783
+9% +$19.6K 0.61% 39
2019
Q1 		$211K Buy
+8,537
New +$213K 1.01% 17

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benjamin Edwards Inc's IAU Position: Q2 2026 in Review

Benjamin Edwards Inc held its iShares Gold Trust (IAU) position steady in Q2 2026 at 9,775 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #917.

Benjamin Edwards Inc first reported a position in IAU in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.59M in Q2 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Benjamin Edwards Inc held 9,775 shares of iShares Gold Trust worth $738K as of Q2 2026.
  • Benjamin Edwards Inc left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #917 holding.
  • Benjamin Edwards Inc first reported a position in iShares Gold Trust in Q1 2019 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's iShares Gold Trust position peaked at $2.59M in Q2 2022.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.