Brighton Jones LLC’s iShares Gold Trust IAU Stock Holding History

Brighton Jones LLC’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	$1.87M	Buy	24,706 +2,665	+12%	+$226K	0.03%	321
2026 Q1	$1.94M	Buy	+22,041	New	+$2.02M	0.04%	275
2025 Q4	–	Sell	-15,646	Closed	-$1.14M	–	450
2025 Q3	$1.14M	Buy	15,646 +3,871	+33%	+$253K	0.03%	368
2025 Q2	$734K	Buy	11,775 +6,045	+105%	+$375K	0.02%	406
2025 Q1	$338K	Sell	5,730 -31,919	-85%	-$1.73M	0.01%	496
2024 Q4	$1.86M	Buy	+37,649	New	+$1.89M	0.05%	174
2021 Q4	–	Sell	-7,067	Closed	-$236K	–	541
2021 Q3	$236K	Sell	7,067 -2,241	-24%	-$76.3K	0.01%	420
2021 Q2	$314K	Buy	+9,308	New	+$322K	0.02%	341
2021 Q1	–	Sell	-6,624	Closed	-$240K	–	438
2020 Q4	$240K	Buy	+6,624	New	+$237K	0.01%	328

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

Brighton Jones LLC's IAU Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $226K and bringing the position to 24,706 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #321.

Brighton Jones LLC first reported a position in IAU in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Brighton Jones LLC held 24,706 shares of iShares Gold Trust worth $1.87M as of Q2 2026.
Brighton Jones LLC bought 2,665 iShares Gold Trust shares in Q2 2026, an estimated $226K.
iShares Gold Trust made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #321 holding.
Brighton Jones LLC first reported a position in iShares Gold Trust in Q4 2020 and has held it in 9 quarters since.
Brighton Jones LLC's iShares Gold Trust position peaked at $1.94M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.