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Chesley Taft & Associates’s iShares Gold Trust IAU Stock Holding History

Chesley Taft & Associates’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 		$544K Buy
7,202
+475
+7% +$40.3K 0.02% 272
2026
Q1 		$593K Buy
6,727
+321
+5% +$29.4K 0.02% 268
2025
Q4 		$520K Buy
+6,406
New +$501K 0.02% 277
2013
Q4 		– Sell
-5,325
Closed -$137K – 271
2013
Q3 		$137K Hold
5,325
– – 0.01% 259
2013
Q2 		$128K Buy
+5,325
New +$147K 0.01% 258

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

Chesley Taft & Associates's IAU Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Gold Trust (IAU) stake by 7.1% in Q2 2026, buying an estimated $40.3K and bringing the position to 7,202 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #272.

Chesley Taft & Associates first reported a position in IAU in Q2 2013 and has held it in 5 quarters since. The position peaked at $593K in Q1 2026. 1,905 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Chesley Taft & Associates held 7,202 shares of iShares Gold Trust worth $544K as of Q2 2026.
  • Chesley Taft & Associates bought 475 iShares Gold Trust shares in Q2 2026, an estimated $40.3K.
  • iShares Gold Trust made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #272 holding.
  • Chesley Taft & Associates first reported a position in iShares Gold Trust in Q2 2013 and has held it in 5 quarters since.
  • Chesley Taft & Associates's iShares Gold Trust position peaked at $593K in Q1 2026.
  • 1,905 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.