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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grant Street Asset Management's IAU Position: Q1 2026 in Review

Grant Street Asset Management increased its iShares Gold Trust (IAU) stake by 901% in Q1 2026, buying an estimated $2.83M and bringing the position to 34,246 shares worth $3.02M. The position accounts for 0.58% of the portfolio, ranked #18.

Grant Street Asset Management first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Grant Street Asset Management held 34,246 shares of iShares Gold Trust worth $3.02M as of Q1 2026.
Grant Street Asset Management bought 30,825 iShares Gold Trust shares in Q1 2026, an estimated $2.83M.
iShares Gold Trust made up 0.58% of Grant Street Asset Management's portfolio in Q1 2026, its #18 holding.
Grant Street Asset Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Grant Street Asset Management's 13F filing for Q1 2026, filed 7 May 2026.