Colony Family Offices’s iShares Gold Trust IAU Stock Holding History

Colony Family Offices’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	$893K	Hold	11,820	–	–	0.2%	36
2026 Q1	$1.04M	Hold	11,820	–	–	0.26%	35
2025 Q4	$959K	Hold	11,820	–	–	0.24%	36
2025 Q3	$860K	Hold	11,820	–	–	0.22%	37
2025 Q2	$737K	Hold	11,820	–	–	0.19%	36
2025 Q1	$697K	Hold	11,820	–	–	0.22%	36
2024 Q4	$585K	Sell	11,820 -11,040	-48%	-$555K	0.18%	41
2024 Q3	$1.14M	Hold	22,860	–	–	0.35%	35
2024 Q2	$1M	Hold	22,860	–	–	0.32%	38
2024 Q1	$960K	Hold	22,860	–	–	0.31%	38
2023 Q4	$892K	Hold	22,860	–	–	0.31%	37
2023 Q3	$800K	Hold	22,860	–	–	0.34%	25
2023 Q2	$832K	Buy	+22,860	New	+$857K	0.35%	25
2022 Q2	–	Sell	-5,496	Closed	-$202K	–	72
2022 Q1	$202K	Buy	+5,496	New	+$196K	0.1%	28
2021 Q2	–	Sell	-5,771	Closed	-$188K	–	37
2021 Q1	$188K	Sell	5,771 -985	-15%	-$33.7K	0.15%	47
2020 Q4	$245K	Buy	+6,756	New	+$242K	0.23%	22

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

Colony Family Offices's IAU Position: Q2 2026 in Review

Colony Family Offices held its iShares Gold Trust (IAU) position steady in Q2 2026 at 11,820 shares worth $893K. The position accounts for 0.2% of the portfolio, ranked #36.

Colony Family Offices first reported a position in IAU in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.14M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Colony Family Offices held 11,820 shares of iShares Gold Trust worth $893K as of Q2 2026.
Colony Family Offices left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.2% of Colony Family Offices's portfolio in Q2 2026, its #36 holding.
Colony Family Offices first reported a position in iShares Gold Trust in Q4 2020 and has held it in 16 quarters since.
Colony Family Offices's iShares Gold Trust position peaked at $1.14M in Q3 2024.
1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.