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Blalock Williams’s iShares Gold Trust IAU Stock Holding History

Blalock Williams’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
Q1 		$223K Sell
2,531
-2,849
-53% -$261K 0.17% 130
2025
Q4 		$437K Buy
5,380
+793
+17% +$62K 0.35% 64
2025
Q3 		$334K Buy
+4,587
New +$299K 0.29% 84
2025
Q2 		– Sell
-3,481
Closed -$205K – 132
2025
Q1 		$205K Buy
+3,481
New +$188K 0.23% 111

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Blalock Williams's IAU Position: Q1 2026 in Review

Blalock Williams reduced its iShares Gold Trust (IAU) stake by 53% in Q1 2026, selling an estimated $261K and leaving 2,531 shares worth $223K. The position accounts for 0.17% of the portfolio, ranked #130.

Blalock Williams first reported a position in IAU in Q1 2025 and has held it in 4 quarters since. The position peaked at $437K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Blalock Williams held 2,531 shares of iShares Gold Trust worth $223K as of Q1 2026.
  • Blalock Williams sold 2,849 iShares Gold Trust shares in Q1 2026, an estimated $261K.
  • iShares Gold Trust made up 0.17% of Blalock Williams's portfolio in Q1 2026, its #130 holding.
  • Blalock Williams first reported a position in iShares Gold Trust in Q1 2025 and has held it in 4 quarters since.
  • Blalock Williams's iShares Gold Trust position peaked at $437K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.