Gould Capital’s iShares Gold Trust IAU Stock Holding History

Gould Capital’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	$328K	Hold	4,350	–	–	0.18%	47
2026 Q1	$383K	Sell	4,350 -219	-5%	-$20.1K	0.23%	45
2025 Q4	$371K	Hold	4,569	–	–	0.23%	46
2025 Q3	$332K	Hold	4,569	–	–	0.21%	50
2025 Q2	$285K	Hold	4,569	–	–	0.19%	49
2025 Q1	$269K	Sell	4,569 -46	-1%	-$2.49K	0.19%	50
2024 Q4	$228K	Hold	4,615	–	–	0.16%	52
2024 Q3	$229K	Sell	4,615 -93	-2%	-$4.35K	0.15%	53
2024 Q2	$207K	Sell	4,708 -16	-0.3%	-$707	0.15%	52
2024 Q1	$198K	Buy	4,724 +144	+3%	+$5.64K	0.14%	50
2023 Q4	$179K	Hold	4,580	–	–	0.13%	52
2023 Q3	$159K	Hold	4,580	–	–	0.13%	51
2023 Q2	$167K	Hold	4,580	–	–	0.13%	51
2023 Q1	$171K	Sell	4,580 -10	-0.2%	-$359	0.13%	52
2022 Q4	$159K	Sell	4,590 -9	-0.2%	-$296	0.13%	55
2022 Q3	$145K	Hold	4,599	–	–	0.13%	52
2022 Q2	$158K	Hold	4,599	–	–	0.13%	53
2022 Q1	$169K	Buy	4,599 +12	+0.3%	+$429	0.12%	52
2021 Q4	$160K	Buy	+4,587	New	+$157K	0.11%	53

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

Gould Capital's IAU Position: Q2 2026 in Review

Gould Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,350 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #47.

Gould Capital first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $383K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Gould Capital held 4,350 shares of iShares Gold Trust worth $328K as of Q2 2026.
Gould Capital left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.18% of Gould Capital's portfolio in Q2 2026, its #47 holding.
Gould Capital first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
Gould Capital's iShares Gold Trust position peaked at $383K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.