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D.B. Root & Company’s iShares Gold Trust IAU Stock Holding History

D.B. Root & 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
Q1 		$327K Hold
3,707
– – 0.08% 148
2025
Q4 		$301K Hold
3,707
– – 0.07% 152
2025
Q3 		$270K Hold
3,707
– – 0.07% 157
2025
Q2 		$231K Hold
3,707
– – 0.07% 171
2025
Q1 		$219K Buy
+3,707
New +$201K 0.07% 162
2020
Q4 		– Sell
-12,273
Closed -$441K – 203
2020
Q3 		$441K Buy
12,273
+145
+1% +$5.29K 0.18% 133
2020
Q2 		$412K Hold
12,128
– – 0.18% 136
2020
Q1 		$365K Sell
12,128
-1,750
-13% -$52.9K 0.18% 133
2019
Q4 		$402K Buy
13,878
+1,342
+11% +$38.1K 0.18% 142
2019
Q3 		$353K Buy
12,536
+1,033
+9% +$29.1K 0.16% 156
2019
Q2 		$310K Buy
11,503
+746
+7% +$18.7K 0.14% 165
2019
Q1 		$266K Sell
10,757
-32
-0.3% -$799 0.11% 180
2018
Q4 		$265K Sell
10,789
-136
-1% -$3.2K 0.13% 162
2018
Q3 		$250K Buy
10,925
+1,652
+18% +$38.4K 0.11% 184
2018
Q2 		$223K Buy
9,273
+1,369
+17% +$34.3K 0.11% 192
2018
Q1 		$201K Buy
+7,904
New +$202K 0.11% 185

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

D.B. Root & Company's IAU Position: Q1 2026 in Review

D.B. Root & Company held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,707 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #148.

D.B. Root & Company first reported a position in IAU in Q1 2018 and has held it in 16 quarters since. The position peaked at $441K in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • D.B. Root & Company held 3,707 shares of iShares Gold Trust worth $327K as of Q1 2026.
  • D.B. Root & Company left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.08% of D.B. Root & Company's portfolio in Q1 2026, its #148 holding.
  • D.B. Root & Company first reported a position in iShares Gold Trust in Q1 2018 and has held it in 16 quarters since.
  • D.B. Root & Company's iShares Gold Trust position peaked at $441K in Q3 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.