Bullock Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bullock Wealth Management’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	$4.18K	Buy	+55	New	+$4.67K	﹤0.01%	511

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

Bullock Wealth Management's IAU Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 55 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings.

1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bullock Wealth Management held 55 shares of iShares Gold Trust worth $4.18K as of Q2 2026.
iShares Gold Trust was a new Bullock Wealth Management position in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #511 holding.
1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.