Fiduciary Family Office’s iShares Gold Trust IAU Stock Holding History

Fiduciary Family Office’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	$396K	Hold	5,249	–	–	0.1%	134
2026 Q1	$463K	Hold	5,249	–	–	0.13%	107
2025 Q4	$426K	Hold	5,249	–	–	0.12%	118
2025 Q3	$382K	Hold	5,249	–	–	0.11%	138
2025 Q2	$327K	Hold	5,249	–	–	0.11%	144
2025 Q1	$309K	Buy	+5,249	New	+$284K	0.1%	154
2024 Q4	–	Sell	-5,249	Closed	-$261K	–	153
2024 Q3	$261K	Hold	5,249	–	–	0.09%	176
2024 Q2	$231K	Hold	5,249	–	–	0.09%	181
2024 Q1	$221K	Hold	5,249	–	–	0.09%	196
2023 Q4	$205K	Buy	+5,249	New	+$196K	0.09%	209

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

Fiduciary Family Office's IAU Position: Q2 2026 in Review

Fiduciary Family Office held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,249 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #134.

Fiduciary Family Office first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $463K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fiduciary Family Office held 5,249 shares of iShares Gold Trust worth $396K as of Q2 2026.
Fiduciary Family Office left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.1% of Fiduciary Family Office's portfolio in Q2 2026, its #134 holding.
Fiduciary Family Office first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's iShares Gold Trust position peaked at $463K in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.