Diversified Management’s iShares Gold Trust IAU Stock Holding History

Diversified Management’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	–	Sell	-17,940	Closed	-$1.58M	–	225
2026 Q1	$1.58M	Buy	+17,940	New	+$1.65M	0.27%	89

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

Diversified Management's IAU Position: Q2 2026 in Review

Diversified Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 17,940 shares — an estimated $1.58M sold.

Diversified Management first reported a position in IAU in Q1 2026 and held it in 1 quarter. The position peaked at $1.58M in Q1 2026. 1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Diversified Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Diversified Management sold 17,940 iShares Gold Trust shares in Q2 2026, an estimated $1.58M.
Diversified Management first reported a position in iShares Gold Trust in Q1 2026 and held it in 1 quarter.
Diversified Management's iShares Gold Trust position peaked at $1.58M in Q1 2026.
1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.