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

Fortitude 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 		– Sell
-6,307
Closed -$556K – 2319
2026
Q1 		$556K Buy
6,307
+1,004
+19% +$92.1K 0.12% 82
2025
Q4 		$430K Sell
5,303
-964
-15% -$75.4K 0.1% 107
2025
Q3 		$456K Buy
6,267
+449
+8% +$29.3K 0.12% 95
2025
Q2 		$363K Buy
5,818
+1,591
+38% +$98.6K 0.12% 90
2025
Q1 		$249K Hold
4,227
– – 0.09% 105
2024
Q4 		$209K Sell
4,227
-807
-16% -$40.5K 0.07% 121
2024
Q3 		$250K Buy
5,034
+1,039
+26% +$48.6K 0.1% 101
2024
Q2 		$176K Hold
3,995
– – 0.1% 89
2024
Q1 		$168K Sell
3,995
-1,482
-27% -$58.1K 0.11% 85
2023
Q4 		$214K Buy
+5,477
New +$205K 0.16% 79

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

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

Fortitude Family Office sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 6,307 shares — an estimated $556K sold.

Fortitude Family Office first reported a position in IAU in Q4 2023 and held it in 10 quarters. The position peaked at $556K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fortitude Family Office reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 6,307 iShares Gold Trust shares in Q2 2026, an estimated $556K.
  • Fortitude Family Office first reported a position in iShares Gold Trust in Q4 2023 and held it in 10 quarters.
  • Fortitude Family Office's iShares Gold Trust position peaked at $556K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.