Boston Research & Management’s iShares Gold Trust IAU Stock Holding History

Boston Research & Management’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	$4.13M	Sell	46,824 -130	-0.3%	-$11.9K	0.98%	47
2025 Q4	$3.81M	Sell	46,954 -2,940	-6%	-$230K	0.88%	50
2025 Q3	$3.63M	Buy	49,894 +31	+0.1%	+$2.02K	0.8%	53
2025 Q2	$3.11M	Sell	49,863 -280	-0.6%	-$17.4K	0.74%	56
2025 Q1	$2.96M	Sell	50,143 -140	-0.3%	-$7.57K	0.73%	55
2024 Q4	$2.49M	Sell	50,283 -100	-0.2%	-$5.03K	0.61%	56
2024 Q3	$2.5M	Sell	50,383 -1,130	-2%	-$52.9K	0.59%	59
2024 Q2	$2.26M	Sell	51,513 -1,110	-2%	-$49.1K	0.57%	60
2024 Q1	$2.21M	Sell	52,623 -130	-0.2%	-$5.1K	0.55%	60
2023 Q4	$2.06M	Hold	52,753	–	–	0.55%	61
2023 Q3	$1.84M	Hold	52,753	–	–	0.55%	62
2023 Q2	$1.92M	Sell	52,753 -1,070	-2%	-$40.1K	0.54%	62
2023 Q1	$2.01M	Sell	53,823 -15	-0%	-$538	0.6%	60
2022 Q4	$1.86M	Hold	53,838	–	–	0.58%	61
2022 Q3	$1.7M	Hold	53,838	–	–	0.58%	61
2022 Q2	$1.85M	Hold	53,838	–	–	0.6%	61
2022 Q1	$1.98M	Hold	53,838	–	–	0.58%	60
2021 Q4	$1.87M	Hold	53,838	–	–	0.51%	61
2021 Q3	$1.8M	Hold	53,838	–	–	0.54%	62
2021 Q2	$1.81M	Sell	53,838 -1,001	-2%	-$34.6K	0.55%	60
2021 Q1	$1.78M	Hold	54,839	–	–	0.57%	59
2020 Q4	$1.99M	Sell	54,839 -575	-1%	-$20.6K	0.69%	53
2020 Q3	$1.99M	Sell	55,414 -3,100	-5%	-$113K	0.78%	46
2020 Q2	$1.99M	Sell	58,514 -546	-0.9%	-$17.9K	0.83%	47
2020 Q1	$1.78M	Sell	59,060 -800	-1%	-$24.2K	0.89%	44
2019 Q4	$1.74M	Buy	59,860 +490	+0.8%	+$13.9K	0.65%	50
2019 Q3	$1.67M	Sell	59,370 -1,085	-2%	-$30.6K	0.66%	51
2019 Q2	$1.63M	Sell	60,455 -700	-1%	-$17.5K	0.66%	52
2019 Q1	$1.51M	Buy	61,155 +650	+1%	+$16.2K	0.63%	52
2018 Q4	$1.49M	Buy	60,505 +9,225	+18%	+$217K	0.71%	51
2018 Q3	$1.17M	Sell	51,280 -825	-2%	-$19.2K	0.54%	55
2018 Q2	$1.25M	Buy	52,105 +4,825	+10%	+$121K	0.62%	54
2018 Q1	$1.2M	Buy	47,280 +10,725	+29%	+$274K	0.61%	52
2017 Q4	$914K	Sell	36,555 -2,900	-7%	-$71.2K	0.46%	58
2017 Q3	$971K	Buy	39,455 +1,340	+4%	+$33K	0.5%	57
2017 Q2	$910K	Hold	38,115	–	–	0.49%	57
2017 Q1	$915K	Buy	38,115 +1,050	+3%	+$24.7K	0.5%	58
2016 Q4	$821K	Hold	37,065	–	–	0.47%	58
2016 Q3	$940K	Buy	37,065 +1,150	+3%	+$29.6K	0.54%	58
2016 Q2	$916K	Sell	35,915 -125	-0.3%	-$3.04K	0.56%	58
2016 Q1	$856K	Sell	36,040 -510	-1%	-$11.7K	0.53%	58
2015 Q4	$747K	Sell	36,550 -300	-0.8%	-$6.4K	0.46%	64
2015 Q3	$794K	Sell	36,850 -1,220	-3%	-$26.5K	0.52%	66
2015 Q2	$863K	Hold	38,070	–	–	0.55%	61
2015 Q1	$871K	Sell	38,070 -550	-1%	-$13K	0.55%	62
2014 Q4	$883K	Sell	38,620 -2,065	-5%	-$48K	0.55%	61
2014 Q3	$952K	Sell	40,685 -890	-2%	-$22.1K	0.64%	57
2014 Q2	$1.07M	Sell	41,575 -280	-0.7%	-$7K	0.74%	56
2014 Q1	$1.04M	Sell	41,855 -1,015	-2%	-$25.5K	0.77%	54
2013 Q4	$1M	Sell	42,870 -4,570	-10%	-$113K	0.77%	52
2013 Q3	$1.22M	Sell	47,440 -100	-0.2%	-$2.58K	1.03%	48
2013 Q2	$1.14M	Buy	+47,540	New	+$1.31M	1.01%	48

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Boston Research & Management's IAU Position: Q1 2026 in Review

Boston Research & Management reduced its iShares Gold Trust (IAU) stake by 0.28% in Q1 2026, selling an estimated $11.9K and leaving 46,824 shares worth $4.13M. The position accounts for 0.98% of the portfolio, ranked #47.

Boston Research & Management first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Boston Research & Management held 46,824 shares of iShares Gold Trust worth $4.13M as of Q1 2026.
Boston Research & Management sold 130 iShares Gold Trust shares in Q1 2026, an estimated $11.9K.
iShares Gold Trust made up 0.98% of Boston Research & Management's portfolio in Q1 2026, its #47 holding.
Boston Research & Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.