Christensen King & Associates Investment Services’s iShares Gold Trust IAU Stock Holding History

Christensen King & Associates Investment Services’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	$393K	Hold	5,209	–	–	0.16%	72
2026 Q1	$459K	Sell	5,209 -128	-2%	-$11.7K	0.2%	64
2025 Q4	$433K	Sell	5,337 -160	-3%	-$12.5K	0.18%	65
2025 Q3	$400K	Sell	5,497 -100	-2%	-$6.52K	0.17%	68
2025 Q2	$349K	Sell	5,597 -282	-5%	-$17.5K	0.16%	72
2025 Q1	$335K	Hold	5,879	–	–	0.16%	71
2024 Q4	$290K	Buy	5,879 +80	+1%	+$4.02K	0.14%	79
2024 Q3	$288K	Sell	5,799 -300	-5%	-$14K	0.14%	83
2024 Q2	$268K	Hold	6,099	–	–	0.13%	84
2024 Q1	$256K	Sell	6,099 -200	-3%	-$7.84K	0.13%	87
2023 Q4	$246K	Buy	+6,299	New	+$236K	0.13%	86

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Christensen King & Associates Investment Services's IAU Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,209 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #72.

Christensen King & Associates Investment Services first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Christensen King & Associates Investment Services held 5,209 shares of iShares Gold Trust worth $393K as of Q2 2026.
Christensen King & Associates Investment Services left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.16% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #72 holding.
Christensen King & Associates Investment Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares Gold Trust position peaked at $459K in Q1 2026.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.