BOPW
IAU icon

Brandywine Oak Private Wealth’s iShares Gold Trust IAU Stock Holding History

Brandywine Oak Private Wealth’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 		$680K Hold
9,000
– – 0.05% 139
2026
Q1 		$793K Sell
9,000
-78
-0.9% -$7.16K 0.07% 122
2025
Q4 		$737K Buy
9,078
+78
+0.9% +$6.1K 0.06% 128
2025
Q3 		$655K Hold
9,000
– – 0.06% 135
2025
Q2 		$561K Hold
9,000
– – 0.05% 141
2025
Q1 		$531K Hold
9,000
– – 0.05% 140
2024
Q4 		$446K Hold
9,000
– – 0.04% 155
2024
Q3 		$447K Hold
9,000
– – 0.04% 159
2024
Q2 		$395K Hold
9,000
– – 0.04% 163
2024
Q1 		$378K Hold
9,000
– – 0.04% 172
2023
Q4 		$351K Hold
9,000
– – 0.04% 176
2023
Q3 		$315K Hold
9,000
– – 0.04% 182
2023
Q2 		$328K Hold
9,000
– – 0.04% 188
2023
Q1 		$336K Hold
9,000
– – 0.04% 188
2022
Q4 		$311K Hold
9,000
– – 0.04% 194
2022
Q3 		$283K Sell
9,000
-200
-2% -$6.55K 0.04% 212
2022
Q2 		$315K Sell
9,200
-1
-0% -$36 0.04% 231
2022
Q1 		$338K Sell
9,201
-1,911
-17% -$68.3K 0.04% 238
2021
Q4 		$386K Sell
11,112
-5,429
-33% -$186K 0.04% 224
2021
Q3 		$552K Buy
16,541
+1,526
+10% +$52K 0.06% 182
2021
Q2 		$506K Buy
15,015
+8,593
+134% +$297K 0.06% 191
2021
Q1 		$208K Sell
6,422
-146
-2% -$4.99K 0.03% 268
2020
Q4 		$238K Sell
6,568
-790,401
-99% -$28.3M 0.04% 240
2020
Q3 		$28.7M Buy
796,969
+90,034
+13% +$3.29M 4.79% 3
2020
Q2 		$24M Buy
706,935
+71,744
+11% +$2.35M 4.27% 6
2020
Q1 		$19.1M Sell
635,191
-84,084
-12% -$2.54M 3.95% 8
2019
Q4 		$20.9M Buy
719,275
+121,561
+20% +$3.45M 3.8% 7
2019
Q3 		$16.9M Buy
597,714
+2,163
+0.4% +$61K 3.19% 10
2019
Q2 		$16.1M Buy
595,551
+25,905
+5% +$649K 3.21% 10
2019
Q1 		$14.1M Sell
569,646
-41,795
-7% -$1.04M 2.94% 10
2018
Q4 		$15.1M Buy
+611,441
New +$14.4M 3.4% 8

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Brandywine Oak Private Wealth's IAU Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 9,000 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #139.

Brandywine Oak Private Wealth first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.7M in Q3 2020. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Brandywine Oak Private Wealth held 9,000 shares of iShares Gold Trust worth $680K as of Q2 2026.
  • Brandywine Oak Private Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #139 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's iShares Gold Trust position peaked at $28.7M in Q3 2020.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.