Elm Partners Management’s iShares Gold Trust IAU Stock Holding History

Elm Partners 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	$469K	Hold	6,210	–	–	0.02%	108
2026 Q1	$527K	Buy	6,210 +296	+5%	+$27.2K	0.02%	94
2025 Q4	$480K	Buy	5,914 +1,600	+37%	+$125K	0.02%	98
2025 Q3	$314K	Hold	4,314	–	–	0.02%	119
2025 Q2	$269K	Buy	+4,314	New	+$267K	0.02%	86
2024 Q3	–	Sell	-332,211	Closed	-$14.6M	–	63
2024 Q2	$14.6M	Sell	332,211 -38,057	-10%	-$1.68M	1.12%	19
2024 Q1	$15.6M	Buy	370,268 +28,502	+8%	+$1.12M	1.23%	16
2023 Q4	$13.3M	Buy	341,766 +115,947	+51%	+$4.34M	1.21%	19
2023 Q3	$7.9M	Sell	225,819 -202,936	-47%	-$7.41M	0.82%	21
2023 Q2	$15.6M	Buy	428,755 +30,837	+8%	+$1.16M	1.57%	14
2023 Q1	$14.9M	Buy	397,918 +211,558	+114%	+$7.59M	1.56%	15
2022 Q4	$6.45M	Buy	186,360 +53,224	+40%	+$1.75M	0.75%	21
2022 Q3	$4.2M	Buy	133,136 +27,584	+26%	+$904K	0.57%	23
2022 Q2	$3.62M	Sell	105,552 -83,751	-44%	-$2.98M	0.47%	24
2022 Q1	$6.97M	Buy	189,303 +102,142	+117%	+$3.65M	0.88%	18
2021 Q4	$3.03M	Hold	87,161	–	–	0.37%	22
2021 Q3	$2.91M	Hold	87,161	–	–	0.39%	25
2021 Q2	$2.94M	Sell	87,161 -40,000	-31%	-$1.38M	0.39%	24
2021 Q1	$4.13M	Hold	127,161	–	–	0.59%	22
2020 Q4	$4.61M	Sell	127,161 -42,500	-25%	-$1.52M	0.69%	26
2020 Q3	$6.1M	Sell	169,661 -17,500	-9%	-$639K	1.03%	21
2020 Q2	$6.36M	Sell	187,161 -75,000	-29%	-$2.46M	1.14%	22
2020 Q1	$7.9M	Buy	262,161 +17,500	+7%	+$529K	1.74%	15
2019 Q4	$6.9M	Hold	244,661	–	–	1.51%	17
2019 Q3	$6.9M	Hold	244,661	–	–	1.56%	20
2019 Q2	$6.61M	Hold	244,661	–	–	1.48%	20
2019 Q1	$6.06M	Buy	+244,661	New	+$6.11M	1.62%	18

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

Elm Partners Management's IAU Position: Q2 2026 in Review

Elm Partners Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,210 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #108.

Elm Partners Management first reported a position in IAU in Q1 2019 and has held it in 27 quarters since. The position peaked at $15.6M in Q2 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Elm Partners Management held 6,210 shares of iShares Gold Trust worth $469K as of Q2 2026.
Elm Partners Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #108 holding.
Elm Partners Management first reported a position in iShares Gold Trust in Q1 2019 and has held it in 27 quarters since.
Elm Partners Management's iShares Gold Trust position peaked at $15.6M in Q2 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.