Fulcrum Equity Management’s iShares Gold Trust IAU Stock Holding History

Fulcrum Equity 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	$344K	Hold	4,560	–	–	0.25%	89
2026 Q1	$402K	Buy	4,560 +94	+2%	+$8.62K	0.39%	63
2025 Q4	$363K	Buy	+4,466	New	+$349K	0.35%	68
2021 Q1	–	Sell	-28,636	Closed	-$1.04M	–	187
2020 Q4	$1.04M	Buy	28,636 +4,286	+18%	+$153K	0.41%	63
2020 Q3	$876K	Buy	+24,350	New	+$889K	0.41%	60

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

Fulcrum Equity Management's IAU Position: Q2 2026 in Review

Fulcrum Equity Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,560 shares worth $344K. The position accounts for 0.25% of the portfolio, ranked #89.

Fulcrum Equity Management first reported a position in IAU in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fulcrum Equity Management held 4,560 shares of iShares Gold Trust worth $344K as of Q2 2026.
Fulcrum Equity Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.25% of Fulcrum Equity Management's portfolio in Q2 2026, its #89 holding.
Fulcrum Equity Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 5 quarters since.
Fulcrum Equity Management's iShares Gold Trust position peaked at $1.04M in Q4 2020.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.