Empirical Asset Management’s iShares Gold Trust IAU Stock Holding History

Empirical Asset 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	$424K	Buy	5,613 +154	+3%	+$13.1K	0.1%	258
2026 Q1	$481K	Sell	5,459 -118	-2%	-$10.8K	0.13%	226
2025 Q4	$453K	Sell	5,577 -291	-5%	-$22.8K	0.13%	215
2025 Q3	$427K	Sell	5,868 -14	-0.2%	-$913	0.12%	251
2025 Q2	$367K	Buy	5,882 +321	+6%	+$19.9K	0.11%	243
2025 Q1	$328K	Sell	5,561 -520	-9%	-$28.1K	0.11%	240
2024 Q4	$301K	Buy	6,081 +517	+9%	+$26K	0.1%	225
2024 Q3	$277K	Buy	5,564 +59	+1%	+$2.76K	0.1%	243
2024 Q2	$242K	Sell	5,505 -28,693	-84%	-$1.27M	0.09%	285
2024 Q1	$223K	Buy	+34,198	New	+$1.34M	0.11%	247

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

Empirical Asset Management's IAU Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Gold Trust (IAU) stake by 2.8% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,613 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #258.

Empirical Asset Management first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $481K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Empirical Asset Management held 5,613 shares of iShares Gold Trust worth $424K as of Q2 2026.
Empirical Asset Management bought 154 iShares Gold Trust shares in Q2 2026, an estimated $13.1K.
iShares Gold Trust made up 0.1% of Empirical Asset Management's portfolio in Q2 2026, its #258 holding.
Empirical Asset Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares Gold Trust position peaked at $481K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.