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Graney & King’s iShares Gold Trust IAU Stock Holding History

Graney & King’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 		$286K Hold
3,783
– – 0.1% 60
2026
Q1 		$334K Hold
3,783
– – 0.18% 49
2025
Q4 		$307K Hold
3,783
– – 0.18% 49
2025
Q3 		$275K Sell
3,783
-232
-6% -$15.1K 0.19% 53
2025
Q2 		$250K Hold
4,015
– – 0.17% 52
2025
Q1 		$237K Hold
4,015
– – 0.18% 50
2024
Q4 		$199K Buy
+4,015
New +$202K 0.15% 55

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Graney & King's IAU Position: Q2 2026 in Review

Graney & King held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,783 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #60.

Graney & King first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Graney & King held 3,783 shares of iShares Gold Trust worth $286K as of Q2 2026.
  • Graney & King left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.1% of Graney & King's portfolio in Q2 2026, its #60 holding.
  • Graney & King first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's iShares Gold Trust position peaked at $334K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.