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Bull Oak Capital’s iShares Gold Trust IAU Stock Holding History

Bull Oak Capital’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 		$7.38M Sell
97,670
-2,226
-2% -$189K 2.46% 10
2026
Q1 		$8.81M Buy
99,896
+5,259
+6% +$482K 3.38% 9
2025
Q4 		$7.68M Sell
94,637
-1,252
-1% -$97.9K 3.14% 9
2025
Q3 		$6.98M Sell
95,889
-283
-0.3% -$18.5K 2.96% 9
2025
Q2 		$6M Buy
+96,172
New +$5.96M 2.73% 10
2024
Q4 		– Sell
-1,592
Closed -$79.1K – 53
2024
Q3 		$79.1K Buy
+1,592
New +$74.5K 0.05% 41
2022
Q3 		– Sell
-62,103
Closed -$2.13M – 23
2022
Q2 		$2.13M Buy
+62,103
New +$2.21M 1.97% 11

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

Bull Oak Capital's IAU Position: Q2 2026 in Review

Bull Oak Capital reduced its iShares Gold Trust (IAU) stake by 2.2% in Q2 2026, selling an estimated $189K and leaving 97,670 shares worth $7.38M. The position accounts for 2.46% of the portfolio, ranked #10.

Bull Oak Capital first reported a position in IAU in Q2 2022 and has held it in 7 quarters since. The position peaked at $8.81M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bull Oak Capital held 97,670 shares of iShares Gold Trust worth $7.38M as of Q2 2026.
  • Bull Oak Capital sold 2,226 iShares Gold Trust shares in Q2 2026, an estimated $189K.
  • iShares Gold Trust made up 2.46% of Bull Oak Capital's portfolio in Q2 2026, its #10 holding.
  • Bull Oak Capital first reported a position in iShares Gold Trust in Q2 2022 and has held it in 7 quarters since.
  • Bull Oak Capital's iShares Gold Trust position peaked at $8.81M in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.