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Family Management’s iShares Gold Trust IAU Stock Holding History

Family 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 		$4.58M Sell
60,699
-7,318
-11% -$621K 0.47% 46
2026
Q1 		$6M Buy
68,017
+2,688
+4% +$247K 0.72% 29
2025
Q4 		$5.3M Buy
65,329
+7,509
+13% +$587K 0.67% 45
2025
Q3 		$4.21M Buy
57,820
+19,543
+51% +$1.27M 0.58% 47
2025
Q2 		$2.39M Buy
38,277
+147
+0.4% +$9.11K 0.36% 69
2025
Q1 		$2.25M Buy
38,130
+2,197
+6% +$119K 0.37% 68
2024
Q4 		$1.78M Hold
35,933
– – 0.29% 70
2024
Q3 		$1.79M Hold
35,933
– – 0.29% 69
2024
Q2 		$1.58M Buy
35,933
+13,400
+59% +$592K 0.28% 67
2024
Q1 		$947K Hold
22,533
– – 0.17% 75
2023
Q4 		$879K Hold
22,533
– – 0.18% 68
2023
Q3 		$788K Hold
22,533
– – 0.18% 64
2023
Q2 		$820K Buy
22,533
+2,842
+14% +$107K 0.18% 63
2023
Q1 		$736K Hold
19,691
– – 0.17% 64
2022
Q4 		$681K Hold
19,691
– – 0.17% 73
2022
Q3 		$621K Hold
19,691
– – 0.16% 76
2022
Q2 		$676K Hold
19,691
– – 0.18% 79
2022
Q1 		$725K Hold
19,691
– – 0.2% 79
2021
Q4 		$685K Hold
19,691
– – 0.18% 87
2021
Q3 		$658K Hold
19,691
– – 0.18% 88
2021
Q2 		$664K Sell
19,691
-1
-0% -$35 0.18% 88
2021
Q1 		$640K Hold
19,692
– – 0.2% 79
2020
Q4 		$714K Buy
+19,692
New +$705K 0.24% 73
2015
Q2 		– Sell
-9,775
Closed -$224K – 101
2015
Q1 		$224K Buy
9,775
+750
+8% +$17.7K 0.1% 76
2014
Q4 		$206K Sell
9,025
-1,000
-10% -$23.2K 0.09% 81
2014
Q3 		$235K Sell
10,025
-1,750
-15% -$43.4K 0.11% 76
2014
Q2 		$303K Hold
11,775
– – 0.15% 63
2014
Q1 		$293K Sell
11,775
-1,375
-10% -$34.5K 0.15% 56
2013
Q4 		$307K Sell
13,150
-7,600
-37% -$188K 0.18% 52
2013
Q3 		$535K Hold
20,750
– – 0.35% 48
2013
Q2 		$498K Buy
+20,750
New +$571K 0.3% 55

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

Family Management's IAU Position: Q2 2026 in Review

Family Management reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $621K and leaving 60,699 shares worth $4.58M. The position accounts for 0.47% of the portfolio, ranked #46.

Family Management first reported a position in IAU in Q2 2013 and has held it in 31 quarters since. The position peaked at $6M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Family Management held 60,699 shares of iShares Gold Trust worth $4.58M as of Q2 2026.
  • Family Management sold 7,318 iShares Gold Trust shares in Q2 2026, an estimated $621K.
  • iShares Gold Trust made up 0.47% of Family Management's portfolio in Q2 2026, its #46 holding.
  • Family Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 31 quarters since.
  • Family Management's iShares Gold Trust position peaked at $6M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.