Granite FO LLC’s iShares Gold Trust IAU Stock Holding History

Granite FO LLC’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	$194K	Hold	2,565	–	–	0.1%	47
2026 Q1	$226K	Hold	2,565	–	–	0.13%	42
2025 Q4	$208K	Hold	2,565	–	–	0.11%	46
2025 Q3	$187K	Hold	2,565	–	–	0.1%	51
2025 Q2	$160K	Sell	2,565 -1,000	-28%	-$62K	0.09%	56
2025 Q1	$210K	Hold	3,565	–	–	0.12%	46
2024 Q4	$177K	Hold	3,565	–	–	0.1%	52
2024 Q3	$177K	Buy	+3,565	New	+$167K	0.1%	53
2024 Q2	–	Sell	-3,565	Closed	-$169K	–	119
2024 Q1	$169K	Hold	3,565	–	–	0.1%	56
2023 Q4	$139K	Hold	3,565	–	–	0.09%	62
2023 Q3	$125K	Hold	3,565	–	–	0.09%	65
2023 Q2	$130K	Hold	3,565	–	–	0.09%	70
2023 Q1	$134K	Hold	3,565	–	–	0.08%	99
2022 Q4	$120K	Buy	+3,565	New	+$117K	0.09%	68

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Granite FO LLC's IAU Position: Q2 2026 in Review

Granite FO LLC held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,565 shares worth $194K. The position accounts for 0.1% of the portfolio, ranked #47.

Granite FO LLC first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $226K in Q1 2026. 966 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Granite FO LLC held 2,565 shares of iShares Gold Trust worth $194K as of Q2 2026.
Granite FO LLC left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.1% of Granite FO LLC's portfolio in Q2 2026, its #47 holding.
Granite FO LLC first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
Granite FO LLC's iShares Gold Trust position peaked at $226K in Q1 2026.
966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.