Blue Chip Partners’s iShares Gold Trust IAU Stock Holding History

Blue Chip Partners’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	$743K	Sell	9,843 -273	-3%	-$23.2K	0.05%	108
2026 Q1	$892K	Sell	10,116 -254	-2%	-$23.3K	0.06%	93
2025 Q4	$842K	Sell	10,370 -113	-1%	-$8.84K	0.06%	94
2025 Q3	$763K	Buy	10,483 +108	+1%	+$7.04K	0.06%	90
2025 Q2	$647K	Buy	10,375 +4,710	+83%	+$292K	0.05%	93
2025 Q1	$334K	Sell	5,665 -27	-0.5%	-$1.46K	0.03%	122
2024 Q4	$282K	Buy	5,692 +27	+0.5%	+$1.36K	0.02%	130
2024 Q3	$282K	Hold	5,665	–	–	0.02%	119
2024 Q2	$249K	Hold	5,665	–	–	0.02%	122
2024 Q1	$238K	Hold	5,665	–	–	0.02%	122
2023 Q4	$221K	Hold	5,665	–	–	0.02%	130
2023 Q3	$198K	Hold	5,665	–	–	0.02%	135
2023 Q2	$206K	Hold	5,665	–	–	0.02%	140
2023 Q1	$212K	Hold	5,665	–	–	0.03%	133
2022 Q4	$196K	Buy	+5,665	New	+$186K	0.02%	136

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

Blue Chip Partners's IAU Position: Q2 2026 in Review

Blue Chip Partners reduced its iShares Gold Trust (IAU) stake by 2.7% in Q2 2026, selling an estimated $23.2K and leaving 9,843 shares worth $743K. The position accounts for 0.05% of the portfolio, ranked #108.

Blue Chip Partners first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Blue Chip Partners held 9,843 shares of iShares Gold Trust worth $743K as of Q2 2026.
Blue Chip Partners sold 273 iShares Gold Trust shares in Q2 2026, an estimated $23.2K.
iShares Gold Trust made up 0.05% of Blue Chip Partners's portfolio in Q2 2026, its #108 holding.
Blue Chip Partners first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Blue Chip Partners's iShares Gold Trust position peaked at $892K in Q1 2026.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.