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

Berkshire 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	–	Sell	-2,278	Closed	-$201K	–	275
2026 Q1	$201K	Buy	+2,278	New	+$209K	0.01%	260
2025 Q4	–	Sell	-54,758	Closed	-$3.98M	–	275
2025 Q3	$3.98M	Hold	54,758	–	–	0.17%	76
2025 Q2	$3.41M	Hold	54,758	–	–	0.15%	79
2025 Q1	$3.41M	Hold	54,758	–	–	0.16%	76
2024 Q4	$2.86M	Hold	54,758	–	–	0.14%	84
2024 Q3	$2.41M	Hold	54,758	–	–	0.12%	89
2024 Q2	$2.41M	Buy	+54,758	New	+$2.42M	0.12%	90

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

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

Berkshire Asset Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,278 shares — an estimated $201K sold.

Berkshire Asset Management first reported a position in IAU in Q2 2024 and held it in 7 quarters. The position peaked at $3.98M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Berkshire Asset Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Berkshire Asset Management sold 2,278 iShares Gold Trust shares in Q2 2026, an estimated $201K.
Berkshire Asset Management first reported a position in iShares Gold Trust in Q2 2024 and held it in 7 quarters.
Berkshire Asset Management's iShares Gold Trust position peaked at $3.98M in Q3 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.