Grant Street Asset Management’s iShares Gold Trust IAU Stock Holding History

Grant Street Asset Management’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	$258K	Sell	3,421 -30,825	-90%	-$2.62M	0.04%	77
2026 Q1	$3.02M	Buy	34,246 +30,825	+901%	+$2.83M	0.58%	18
2025 Q4	$278K	Sell	3,421 -30,825	-90%	-$2.41M	0.06%	70
2025 Q3	$2.49M	Sell	34,246 -700	-2%	-$45.7K	0.53%	21
2025 Q2	$2.18M	Buy	34,946 +31,525	+922%	+$1.95M	0.49%	21
2025 Q1	$202K	Sell	3,421 -2,532	-43%	-$137K	0.05%	80
2024 Q4	$295K	Sell	5,953 -7,584	-56%	-$381K	0.08%	55
2024 Q3	$673K	Sell	13,537 -20,363	-60%	-$953K	0.2%	34
2024 Q2	$1.49M	Buy	+33,900	New	+$1.5M	0.47%	22

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

Grant Street Asset Management's IAU Position: Q2 2026 in Review

Grant Street Asset Management reduced its iShares Gold Trust (IAU) stake by 90% in Q2 2026, selling an estimated $2.62M and leaving 3,421 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #77.

Grant Street Asset Management first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.02M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Grant Street Asset Management held 3,421 shares of iShares Gold Trust worth $258K as of Q2 2026.
Grant Street Asset Management sold 30,825 iShares Gold Trust shares in Q2 2026, an estimated $2.62M.
iShares Gold Trust made up 0.04% of Grant Street Asset Management's portfolio in Q2 2026, its #77 holding.
Grant Street Asset Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Grant Street Asset Management's iShares Gold Trust position peaked at $3.02M in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.