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Brown, Lisle/Cummings’s iShares Gold Trust IAU Stock Holding History

Brown, Lisle/Cummings’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 		$44.2K Buy
+585
New +$49.7K 0.01% 413
2022
Q2 		– Sell
-25
Closed -$921 – 486
2022
Q1 		$921 Hold
25
– – ﹤0.01% 467
2021
Q4 		$870 Buy
+25
New +$854 ﹤0.01% 443

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown, Lisle/Cummings's IAU Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares Gold Trust (IAU) in Q2 2026: 585 shares worth $44.2K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in IAU as recently as Q1 2022.

Brown, Lisle/Cummings first reported a position in IAU in Q4 2021 and has held it in 3 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Brown, Lisle/Cummings held 585 shares of iShares Gold Trust worth $44.2K as of Q2 2026.
  • iShares Gold Trust was a new Brown, Lisle/Cummings position in Q2 2026.
  • iShares Gold Trust made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #413 holding.
  • Brown, Lisle/Cummings first reported a position in iShares Gold Trust in Q4 2021 and has held it in 3 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.