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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bull Oak Capital's IAU Position: Q1 2026 in Review

Bull Oak Capital increased its iShares Gold Trust (IAU) stake by 5.6% in Q1 2026, buying an estimated $482K and bringing the position to 99,896 shares worth $8.81M. The position accounts for 3.38% of the portfolio, ranked #9.

Bull Oak Capital first reported a position in IAU in Q2 2022 and has held it in 6 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bull Oak Capital held 99,896 shares of iShares Gold Trust worth $8.81M as of Q1 2026.
  • Bull Oak Capital bought 5,259 iShares Gold Trust shares in Q1 2026, an estimated $482K.
  • iShares Gold Trust made up 3.38% of Bull Oak Capital's portfolio in Q1 2026, its #9 holding.
  • Bull Oak Capital first reported a position in iShares Gold Trust in Q2 2022 and has held it in 6 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.