BW
IAU icon

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
Q2 		$214K Buy
2,831
+300
+12% +$25.5K 0.14% 149
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 $1.55T 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

Blalock Williams's IAU Position: Q2 2026 in Review

Blalock Williams increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,831 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #149.

Blalock Williams first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $437K in Q4 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Blalock Williams held 2,831 shares of iShares Gold Trust worth $214K as of Q2 2026.
  • Blalock Williams bought 300 iShares Gold Trust shares in Q2 2026, an estimated $25.5K.
  • iShares Gold Trust made up 0.14% of Blalock Williams's portfolio in Q2 2026, its #149 holding.
  • Blalock Williams first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Blalock Williams's iShares Gold Trust position peaked at $437K in Q4 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.