Douglass Winthrop Advisors’s iShares Gold Trust IAU Stock Holding History

Douglass Winthrop Advisors’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	$920K	Sell	12,180 -6,500	-35%	-$552K	0.02%	174
2026 Q1	$1.65M	Hold	18,680	–	–	0.03%	127
2025 Q4	$1.52M	Hold	18,680	–	–	0.03%	130
2025 Q3	$1.36M	Hold	18,680	–	–	0.02%	134
2025 Q2	$1.16M	Hold	18,680	–	–	0.02%	136
2025 Q1	$1.1M	Hold	18,680	–	–	0.02%	133
2024 Q4	$925K	Hold	18,680	–	–	0.02%	151
2024 Q3	$928K	Buy	+18,680	New	+$874K	0.02%	148

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

Douglass Winthrop Advisors's IAU Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its iShares Gold Trust (IAU) stake by 35% in Q2 2026, selling an estimated $552K and leaving 12,180 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #174.

Douglass Winthrop Advisors first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Douglass Winthrop Advisors held 12,180 shares of iShares Gold Trust worth $920K as of Q2 2026.
Douglass Winthrop Advisors sold 6,500 iShares Gold Trust shares in Q2 2026, an estimated $552K.
iShares Gold Trust made up 0.02% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #174 holding.
Douglass Winthrop Advisors first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Douglass Winthrop Advisors's iShares Gold Trust position peaked at $1.65M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.