Frank Rimerman Advisors’s iShares Gold Trust IAU Stock Holding History

Frank Rimerman Advisors’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 Q1	$858K	Hold	9,729	–	–	0.06%	270
2025 Q4	$790K	Hold	9,729	–	–	0.05%	281
2025 Q3	$708K	Hold	9,729	–	–	0.05%	292
2025 Q2	$607K	Hold	9,729	–	–	0.04%	306
2025 Q1	$574K	Buy	+9,729	New	+$526K	0.05%	289

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Frank Rimerman Advisors's IAU Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 9,729 shares worth $858K. The position accounts for 0.06% of the portfolio, ranked #270.

Frank Rimerman Advisors first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Frank Rimerman Advisors held 9,729 shares of iShares Gold Trust worth $858K as of Q1 2026.
Frank Rimerman Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.06% of Frank Rimerman Advisors's portfolio in Q1 2026, its #270 holding.
Frank Rimerman Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.