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Boston Family Office’s iShares Gold Trust IAU Stock Holding History

Boston Family Office’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 		$1.09M Buy
12,420
+3,999
+47% +$367K 0.07% 164
2025
Q4 		$684K Sell
8,421
-4,000
-32% -$313K 0.04% 187
2025
Q3 		$901K Hold
12,421
– – 0.06% 166
2025
Q2 		$772K Hold
12,421
– – 0.05% 179
2025
Q1 		$732K Hold
12,421
– – 0.05% 177
2024
Q4 		$615K Hold
12,421
– – 0.04% 179
2024
Q3 		$617K Sell
12,421
-3,144
-20% -$147K 0.04% 185
2024
Q2 		$684K Buy
15,565
+6,290
+68% +$278K 0.05% 170
2024
Q1 		$390K Hold
9,275
– – 0.03% 207
2023
Q4 		$362K Sell
9,275
-1,500
-14% -$56.1K 0.03% 210
2023
Q3 		$377K Hold
10,775
– – 0.03% 209
2023
Q2 		$392K Sell
10,775
-1,500
-12% -$56.2K 0.03% 210
2023
Q1 		$458K Hold
12,275
– – 0.04% 201
2022
Q4 		$425K Sell
12,275
-4,000
-25% -$131K 0.04% 210
2022
Q3 		$514K Hold
16,275
– – 0.05% 189
2022
Q2 		$558K Sell
16,275
-2,000
-11% -$71.1K 0.05% 188
2022
Q1 		$673K Hold
18,275
– – 0.05% 180
2021
Q4 		$636K Sell
18,275
-5,000
-21% -$171K 0.04% 195
2021
Q3 		$778K Hold
23,275
– – 0.06% 171
2021
Q2 		$785K Hold
23,275
– – 0.06% 173
2021
Q1 		$919K Sell
23,275
-5,000
-18% -$171K 0.07% 165
2020
Q4 		$1.02M Buy
+28,275
New +$1.01M 0.08% 158

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

Boston Family Office's IAU Position: Q1 2026 in Review

Boston Family Office increased its iShares Gold Trust (IAU) stake by 47% in Q1 2026, buying an estimated $367K and bringing the position to 12,420 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #164.

Boston Family Office first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Boston Family Office held 12,420 shares of iShares Gold Trust worth $1.09M as of Q1 2026.
  • Boston Family Office bought 3,999 iShares Gold Trust shares in Q1 2026, an estimated $367K.
  • iShares Gold Trust made up 0.07% of Boston Family Office's portfolio in Q1 2026, its #164 holding.
  • Boston Family Office first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.