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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 Hold
55
– – ﹤0.01% 511
2026
Q1 		$4.93K Hold
55
– – ﹤0.01% 502
2025
Q4 		$4.46K Hold
55
– – ﹤0.01% 481
2025
Q3 		$4.01K Sell
55
-50
-48% -$3.26K ﹤0.01% 496
2025
Q2 		$6.61K Hold
105
– – ﹤0.01% 444
2025
Q1 		$6.18K Buy
105
+94
+855% +$5.08K ﹤0.01% 435
2024
Q4 		$545 Hold
11
– – ﹤0.01% 577
2024
Q3 		$552 Hold
11
– – ﹤0.01% 548
2024
Q2 		$485 Hold
11
– – ﹤0.01% 541
2024
Q1 		$467 Buy
+11
New +$431 ﹤0.01% 541

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 22.9% 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

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

Bullock Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 55 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Bullock Wealth Management first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61K in Q2 2025. 1,914 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.
  • Bullock Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Bullock Wealth Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's iShares Gold Trust position peaked at $6.61K in Q2 2025.
  • 1,914 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.