D.J. St. Germain’s iShares Gold Trust IAU Stock Holding History

D.J. St. Germain’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	$3.85K	Hold	51	–	–	﹤0.01%	777
2026 Q1	$4.5K	Buy	51 +50	+5,000%	+$4.59K	﹤0.01%	748
2025 Q4	$81	Hold	1	–	–	﹤0.01%	904
2025 Q3	$73	Hold	1	–	–	﹤0.01%	881
2025 Q2	$62	Hold	1	–	–	﹤0.01%	861
2025 Q1	$59	Hold	1	–	–	﹤0.01%	787
2024 Q4	$50	Hold	1	–	–	﹤0.01%	817
2024 Q3	$50	Hold	1	–	–	﹤0.01%	760
2024 Q2	$44	Hold	1	–	–	﹤0.01%	764
2024 Q1	$42	Hold	1	–	–	﹤0.01%	773
2023 Q4	$39	Hold	1	–	–	﹤0.01%	774
2023 Q3	$35	Hold	1	–	–	﹤0.01%	749
2023 Q2	$36	Buy	+1	New	+$37	﹤0.01%	722

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

D.J. St. Germain's IAU Position: Q2 2026 in Review

D.J. St. Germain held its iShares Gold Trust (IAU) position steady in Q2 2026 at 51 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

D.J. St. Germain first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.5K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

D.J. St. Germain held 51 shares of iShares Gold Trust worth $3.85K as of Q2 2026.
D.J. St. Germain left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #777 holding.
D.J. St. Germain first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's iShares Gold Trust position peaked at $4.5K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.