Dorsey & Whitney Trust’s iShares Gold Trust IAU Stock Holding History

Dorsey & Whitney Trust’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	$254K	Hold	3,370	–	–	0.01%	641
2026 Q1	$297K	Hold	3,370	–	–	0.02%	569
2025 Q4	$274K	Hold	3,370	–	–	0.01%	590
2025 Q3	$245K	Hold	3,370	–	–	0.01%	598
2025 Q2	$210K	Buy	+3,370	New	+$209K	0.01%	642
2021 Q1	–	Sell	-7,845	Closed	-$284K	–	532
2020 Q4	$284K	Hold	7,845	–	–	0.03%	361
2020 Q3	$282K	Hold	7,845	–	–	0.04%	319
2020 Q2	$267K	Buy	+7,845	New	+$257K	0.04%	332
2013 Q4	–	Sell	-7,535	Closed	-$194K	–	264
2013 Q3	$194K	Buy	+7,535	New	+$195K	0.06%	245

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

Dorsey & Whitney Trust's IAU Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,370 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #641.

Dorsey & Whitney Trust first reported a position in IAU in Q3 2013 and has held it in 9 quarters since. The position peaked at $297K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Dorsey & Whitney Trust held 3,370 shares of iShares Gold Trust worth $254K as of Q2 2026.
Dorsey & Whitney Trust left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #641 holding.
Dorsey & Whitney Trust first reported a position in iShares Gold Trust in Q3 2013 and has held it in 9 quarters since.
Dorsey & Whitney Trust's iShares Gold Trust position peaked at $297K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.