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Grimes & Company’s iShares Gold Trust IAU Stock Holding History

Grimes & Company’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 		– Sell
-2,728
Closed -$241K – 461
2026
Q1 		$241K Buy
+2,728
New +$250K 0.01% 394
2019
Q2 		– Sell
-13,206
Closed -$327K – 249
2019
Q1 		$327K Buy
+13,206
New +$330K 0.03% 193
2017
Q3 		– Sell
-21,265
Closed -$508K – 208
2017
Q2 		$508K Buy
+21,265
New +$515K 0.06% 133
2017
Q1 		– Sell
-21,000
Closed -$465K – 206
2016
Q4 		$465K Buy
+21,000
New +$493K 0.05% 138
2016
Q3 		– Sell
-29,961
Closed -$765K – 209
2016
Q2 		$765K Buy
+29,961
New +$728K 0.1% 108

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

Grimes & Company's IAU Position: Q2 2026 in Review

Grimes & Company sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,728 shares — an estimated $241K sold.

Grimes & Company first reported a position in IAU in Q2 2016 and held it in 5 quarters. The position peaked at $765K in Q2 2016. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Grimes & Company reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Grimes & Company sold 2,728 iShares Gold Trust shares in Q2 2026, an estimated $241K.
  • Grimes & Company first reported a position in iShares Gold Trust in Q2 2016 and held it in 5 quarters.
  • Grimes & Company's iShares Gold Trust position peaked at $765K in Q2 2016.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.