Dopkins Wealth Management’s iShares Gold Trust IAU Stock Holding History

Dopkins Wealth 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	$216K	Hold	2,866	–	–	0.08%	87
2026 Q1	$253K	Sell	2,866 -1,320	-32%	-$121K	0.1%	80
2025 Q4	$340K	Sell	4,186 -300	-7%	-$23.5K	0.14%	62
2025 Q3	$326K	Sell	4,486 -3,027	-40%	-$197K	0.14%	61
2025 Q2	$469K	Hold	7,513	–	–	0.21%	54
2025 Q1	$443K	Hold	7,513	–	–	0.23%	55
2024 Q4	$372K	Buy	+7,513	New	+$378K	0.19%	60
2024 Q3	–	Sell	-6,913	Closed	-$304K	–	77
2024 Q2	$304K	Sell	6,913 -600	-8%	-$26.5K	0.18%	59
2024 Q1	$316K	Buy	7,513 +300	+4%	+$11.8K	0.19%	57
2023 Q4	$282K	Sell	7,213 -300	-4%	-$11.2K	0.22%	39
2023 Q3	$263K	Buy	7,513 +900	+14%	+$32.8K	0.2%	47
2023 Q2	$241K	Sell	6,613 -600	-8%	-$22.5K	0.21%	36
2023 Q1	$270K	Hold	7,213	–	–	0.25%	33
2022 Q4	$249K	Hold	7,213	–	–	0.22%	35
2022 Q3	$227K	Buy	7,213 +105	+1%	+$3.44K	0.25%	37
2022 Q2	$244K	Hold	7,108	–	–	0.26%	33
2022 Q1	$262K	Hold	7,108	–	–	0.28%	33
2021 Q4	$247K	Buy	+7,108	New	+$243K	0.24%	35

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

Dopkins Wealth Management's IAU Position: Q2 2026 in Review

Dopkins Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,866 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #87.

Dopkins Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $469K in Q2 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Dopkins Wealth Management held 2,866 shares of iShares Gold Trust worth $216K as of Q2 2026.
Dopkins Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.08% of Dopkins Wealth Management's portfolio in Q2 2026, its #87 holding.
Dopkins Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
Dopkins Wealth Management's iShares Gold Trust position peaked at $469K in Q2 2025.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.