Godsey & Gibb Inc’s iShares Gold Trust IAU Stock Holding History

Godsey & Gibb Inc’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	$40K	Hold	530	–	–	﹤0.01%	189
2026 Q1	$46.7K	Hold	530	–	–	﹤0.01%	177
2025 Q4	$43K	Hold	530	–	–	﹤0.01%	184
2025 Q3	$38.6K	Hold	530	–	–	﹤0.01%	182
2025 Q2	$33.1K	Hold	530	–	–	﹤0.01%	183
2025 Q1	$31.2K	Hold	530	–	–	﹤0.01%	198
2024 Q4	$26.2K	Hold	530	–	–	﹤0.01%	205
2024 Q3	$26.3K	Sell	530 -447	-46%	-$20.9K	﹤0.01%	231
2024 Q2	$42.9K	Buy	977 +447	+84%	+$19.8K	﹤0.01%	197
2024 Q1	$22.3K	Hold	530	–	–	﹤0.01%	220
2023 Q4	$20.7K	Hold	530	–	–	﹤0.01%	219
2023 Q3	$18.5K	Sell	530 -308	-37%	-$11.2K	﹤0.01%	209
2023 Q2	$30.5K	Buy	+838	New	+$31.4K	﹤0.01%	196

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 22.9% 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

Godsey & Gibb Inc's IAU Position: Q2 2026 in Review

Godsey & Gibb Inc held its iShares Gold Trust (IAU) position steady in Q2 2026 at 530 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Godsey & Gibb Inc first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.7K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Godsey & Gibb Inc held 530 shares of iShares Gold Trust worth $40K as of Q2 2026.
Godsey & Gibb Inc left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #189 holding.
Godsey & Gibb Inc first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
Godsey & Gibb Inc's iShares Gold Trust position peaked at $46.7K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.