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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dorsey & Whitney Trust's IAU Position: Q1 2026 in Review

Dorsey & Whitney Trust held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,370 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #569.

Dorsey & Whitney Trust first reported a position in IAU in Q3 2013 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Dorsey & Whitney Trust held 3,370 shares of iShares Gold Trust worth $297K as of Q1 2026.
  • Dorsey & Whitney Trust left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #569 holding.
  • Dorsey & Whitney Trust first reported a position in iShares Gold Trust in Q3 2013 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.