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Bensler’s iShares Gold Trust IAU Stock Holding History

Bensler’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 		$2.05M Sell
27,184
-63,678
-70% -$5.41M 0.18% 82
2026
Q1 		$8.01M Buy
90,862
+15,136
+20% +$1.39M 0.83% 45
2025
Q4 		$6.15M Buy
75,726
+3,091
+4% +$242K 0.62% 52
2025
Q3 		$5.29M Buy
72,635
+8,921
+14% +$582K 0.55% 54
2025
Q2 		$3.97M Buy
63,714
+5,753
+10% +$356K 0.44% 59
2025
Q1 		$3.42M Buy
57,961
+36,541
+171% +$1.98M 0.43% 60
2024
Q4 		$1.06M Buy
+21,420
New +$1.08M 0.13% 89

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Bensler's IAU Position: Q2 2026 in Review

Bensler reduced its iShares Gold Trust (IAU) stake by 70% in Q2 2026, selling an estimated $5.41M and leaving 27,184 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #82.

Bensler first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.01M in Q1 2026. 733 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bensler held 27,184 shares of iShares Gold Trust worth $2.05M as of Q2 2026.
  • Bensler sold 63,678 iShares Gold Trust shares in Q2 2026, an estimated $5.41M.
  • iShares Gold Trust made up 0.18% of Bensler's portfolio in Q2 2026, its #82 holding.
  • Bensler first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Bensler's iShares Gold Trust position peaked at $8.01M in Q1 2026.
  • 733 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.