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 Q2	$735K	Hold	9,729	–	–	0.04%	325
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 $1.55T 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

Frank Rimerman Advisors's IAU Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 9,729 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #325.

Frank Rimerman Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $858K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Frank Rimerman Advisors held 9,729 shares of iShares Gold Trust worth $735K as of Q2 2026.
Frank Rimerman Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #325 holding.
Frank Rimerman Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Frank Rimerman Advisors's iShares Gold Trust position peaked at $858K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.