DW
IAU icon

Durante & Waters’s iShares Gold Trust IAU Stock Holding History

Durante & Waters’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 		$557K Hold
7,380
– – 0.37% 26
2026
Q1 		$651K Hold
7,380
– – 0.47% 25
2025
Q4 		$599K Buy
7,380
+180
+3% +$14.1K 0.42% 25
2025
Q3 		$524K Hold
7,200
– – 0.39% 26
2025
Q2 		$449K Hold
7,200
– – 0.35% 24
2025
Q1 		$425K Buy
7,200
+215
+3% +$11.6K 0.36% 24
2024
Q4 		$346K Buy
6,985
+115
+2% +$5.78K 0.29% 25
2024
Q3 		$341K Hold
6,870
– – 0.29% 26
2024
Q2 		$302K Buy
6,870
+210
+3% +$9.28K 0.27% 27
2024
Q1 		$280K Buy
6,660
+225
+3% +$8.82K 0.26% 26
2023
Q4 		$251K Buy
+6,435
New +$241K 0.24% 26

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Durante & Waters's IAU Position: Q2 2026 in Review

Durante & Waters held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,380 shares worth $557K. The position accounts for 0.37% of the portfolio, ranked #26.

Durante & Waters first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $651K in Q1 2026. 1,897 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Durante & Waters held 7,380 shares of iShares Gold Trust worth $557K as of Q2 2026.
  • Durante & Waters left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.37% of Durante & Waters's portfolio in Q2 2026, its #26 holding.
  • Durante & Waters first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Durante & Waters's iShares Gold Trust position peaked at $651K in Q1 2026.
  • 1,897 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.