Chelsea Counsel Company’s iShares Gold Trust IAU Stock Holding History

Chelsea Counsel Company’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	$23.3K	Hold	309	–	–	0.01%	154
2026 Q1	$27.2K	Hold	309	–	–	0.01%	150
2025 Q4	$25.1K	Hold	309	–	–	0.01%	151
2025 Q3	$22.5K	Buy	309 +18	+6%	+$1.17K	0.01%	161
2025 Q2	$18.1K	Hold	291	–	–	0.01%	164
2025 Q1	$17.2K	Hold	291	–	–	0.01%	163
2024 Q4	$14.4K	Hold	291	–	–	0.01%	163
2024 Q3	$14.5K	Hold	291	–	–	0.01%	164
2024 Q2	$12.8K	Hold	291	–	–	0.01%	165
2024 Q1	$12.2K	Buy	+291	New	+$11.4K	0.01%	152

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

Chelsea Counsel Company's IAU Position: Q2 2026 in Review

Chelsea Counsel Company held its iShares Gold Trust (IAU) position steady in Q2 2026 at 309 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #154.

Chelsea Counsel Company first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.2K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Chelsea Counsel Company held 309 shares of iShares Gold Trust worth $23.3K as of Q2 2026.
Chelsea Counsel Company left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.01% of Chelsea Counsel Company's portfolio in Q2 2026, its #154 holding.
Chelsea Counsel Company first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Chelsea Counsel Company's iShares Gold Trust position peaked at $27.2K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.