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 Q2	$968K	Buy	12,820 +400	+3%	+$34K	0.06%	176
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 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

Boston Family Office's IAU Position: Q2 2026 in Review

Boston Family Office increased its iShares Gold Trust (IAU) stake by 3.2% in Q2 2026, buying an estimated $34K and bringing the position to 12,820 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #176.

Boston Family Office first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Boston Family Office held 12,820 shares of iShares Gold Trust worth $968K as of Q2 2026.
Boston Family Office bought 400 iShares Gold Trust shares in Q2 2026, an estimated $34K.
iShares Gold Trust made up 0.06% of Boston Family Office's portfolio in Q2 2026, its #176 holding.
Boston Family Office first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
Boston Family Office's iShares Gold Trust position peaked at $1.09M in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.