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Caitlin John’s iShares Gold Trust IAU Stock Holding History

Caitlin John’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 		$76.2K Hold
1,009
– – 0.04% 300
2026
Q1 		$89K Hold
1,009
– – 0.05% 236
2025
Q4 		$81.9K Sell
1,009
-136
-12% -$10.6K 0.05% 244
2025
Q3 		$83.3K Buy
+1,145
New +$74.7K 0.06% 208
2025
Q1 		– Sell
-2,889
Closed -$143K – 419
2024
Q4 		$143K Hold
2,889
– – 0.09% 152
2024
Q3 		$140K Hold
2,889
– – 0.09% 158
2024
Q2 		$127K Sell
2,889
-180
-6% -$7.95K 0.09% 148
2024
Q1 		$129K Sell
3,069
-104
-3% -$4.08K 0.1% 142
2023
Q4 		$124K Buy
+3,173
New +$119K 0.1% 133

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

Caitlin John's IAU Position: Q2 2026 in Review

Caitlin John held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,009 shares worth $76.2K. The position accounts for 0.04% of the portfolio, ranked #300.

Caitlin John first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. The position peaked at $143K in Q4 2024. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Caitlin John held 1,009 shares of iShares Gold Trust worth $76.2K as of Q2 2026.
  • Caitlin John left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of Caitlin John's portfolio in Q2 2026, its #300 holding.
  • Caitlin John first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's iShares Gold Trust position peaked at $143K in Q4 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.