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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Graney & King's IAU Position: Q1 2026 in Review

Graney & King held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,783 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #49.

Graney & King first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Graney & King held 3,783 shares of iShares Gold Trust worth $334K as of Q1 2026.
  • Graney & King left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.18% of Graney & King's portfolio in Q1 2026, its #49 holding.
  • Graney & King first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.