D.L. Carlson Investment Group’s iShares Gold Trust IAU Stock Holding History

D.L. Carlson Investment Group’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	$4.56M	Sell	60,399 -30,414	-33%	-$2.58M	0.73%	35
2026 Q1	$8.01M	Sell	90,813 -6,075	-6%	-$557K	1.38%	16
2025 Q4	$7.86M	Buy	96,888 +103	+0.1%	+$8.05K	1.33%	16
2025 Q3	$7.04M	Buy	96,785 +9,187	+10%	+$599K	1.18%	20
2025 Q2	$5.46M	Sell	87,598 -7,798	-8%	-$483K	1%	25
2025 Q1	$5.62M	Buy	95,396 +10,598	+12%	+$573K	1.08%	21
2024 Q4	$4.2M	Buy	84,798 +29,965	+55%	+$1.51M	0.75%	36
2024 Q3	$2.73M	Buy	+54,833	New	+$2.57M	0.49%	61

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.L. Carlson Investment Group's IAU Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its iShares Gold Trust (IAU) stake by 33% in Q2 2026, selling an estimated $2.58M and leaving 60,399 shares worth $4.56M. The position accounts for 0.73% of the portfolio, ranked #35.

D.L. Carlson Investment Group first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.01M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

D.L. Carlson Investment Group held 60,399 shares of iShares Gold Trust worth $4.56M as of Q2 2026.
D.L. Carlson Investment Group sold 30,414 iShares Gold Trust shares in Q2 2026, an estimated $2.58M.
iShares Gold Trust made up 0.73% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #35 holding.
D.L. Carlson Investment Group first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
D.L. Carlson Investment Group's iShares Gold Trust position peaked at $8.01M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.