Braun-Bostich & Associates’s iShares Gold Trust IAU Stock Holding History

Braun-Bostich & Associates’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	$1.42M	Buy	18,746 +933	+5%	+$79.2K	0.79%	34
2026 Q1	$1.57M	Sell	17,813 -11,893	-40%	-$1.09M	0.98%	33
2025 Q4	$2.41M	Sell	29,706 -2,491	-8%	-$195K	1.49%	21
2025 Q3	$2.34M	Buy	32,197 +61	+0.2%	+$3.98K	1.48%	20
2025 Q2	$2M	Sell	32,136 -1,676	-5%	-$104K	1.37%	22
2025 Q1	$1.99M	Buy	33,812 +15,285	+83%	+$827K	1.48%	21
2024 Q4	$917K	Buy	+18,527	New	+$931K	0.66%	36

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

Braun-Bostich & Associates's IAU Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares Gold Trust (IAU) stake by 5.2% in Q2 2026, buying an estimated $79.2K and bringing the position to 18,746 shares worth $1.42M. The position accounts for 0.79% of the portfolio, ranked #34.

Braun-Bostich & Associates first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Braun-Bostich & Associates held 18,746 shares of iShares Gold Trust worth $1.42M as of Q2 2026.
Braun-Bostich & Associates bought 933 iShares Gold Trust shares in Q2 2026, an estimated $79.2K.
iShares Gold Trust made up 0.79% of Braun-Bostich & Associates's portfolio in Q2 2026, its #34 holding.
Braun-Bostich & Associates first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Braun-Bostich & Associates's iShares Gold Trust position peaked at $2.41M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.