DDD Partners’s iShares Gold Trust IAU Stock Holding History

DDD Partners’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	$439K	Hold	5,818	–	–	0.03%	124
2026 Q1	$513K	Buy	5,818 +53	+0.9%	+$4.86K	0.04%	94
2025 Q4	$468K	Hold	5,765	–	–	0.03%	98
2025 Q3	$420K	Buy	5,765 +1,932	+50%	+$126K	0.03%	99
2025 Q2	$239K	Buy	+3,833	New	+$238K	0.03%	102
2022 Q3	–	Sell	-14,994	Closed	-$514K	–	89
2022 Q2	$514K	Buy	14,994 +537	+4%	+$19.1K	0.09%	54
2022 Q1	$532K	Buy	14,457 +1,130	+8%	+$40.4K	0.07%	54
2021 Q4	$464K	Buy	13,327 +465	+4%	+$15.9K	0.06%	63
2021 Q3	$430K	Buy	12,862 +109	+0.9%	+$3.71K	0.06%	56
2021 Q2	$430K	Buy	12,753 +1,290	+11%	+$44.6K	0.07%	54
2021 Q1	$373K	Buy	+11,463	New	+$392K	0.06%	55

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

DDD Partners's IAU Position: Q2 2026 in Review

DDD Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,818 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #124.

DDD Partners first reported a position in IAU in Q1 2021 and has held it in 11 quarters since. The position peaked at $532K in Q1 2022. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

DDD Partners held 5,818 shares of iShares Gold Trust worth $439K as of Q2 2026.
DDD Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of DDD Partners's portfolio in Q2 2026, its #124 holding.
DDD Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 11 quarters since.
DDD Partners's iShares Gold Trust position peaked at $532K in Q1 2022.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.