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GSB Wealth Management’s iShares Gold Trust IAU Stock Holding History

GSB Wealth 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 		$969K Buy
12,830
+7
+0.1% +$594 0.19% 110
2026
Q1 		$1.13M Buy
12,823
+7
+0.1% +$642 0.26% 94
2025
Q4 		$1.04M Buy
12,816
+2
+0% +$156 0.24% 101
2025
Q3 		$932K Sell
12,814
-170
-1% -$11.1K 0.21% 108
2025
Q2 		$810K Buy
12,984
+1,314
+11% +$81.4K 0.2% 112
2025
Q1 		$688K Sell
11,670
-1
-0% -$54 0.18% 117
2024
Q4 		$578K Sell
11,671
-4
-0% -$201 0.15% 130
2024
Q3 		$580K Sell
11,675
-1,342
-10% -$62.8K 0.15% 132
2024
Q2 		$572K Sell
13,017
-59
-0.5% -$2.61K 0.16% 135
2024
Q1 		$549K Sell
13,076
-11
-0.1% -$431 0.15% 139
2023
Q4 		$511K Buy
13,087
+1,600
+14% +$59.9K 0.16% 133
2023
Q3 		$402K Sell
11,487
-1,548
-12% -$56.5K 0.13% 141
2023
Q2 		$474K Sell
13,035
-6,754
-34% -$253K 0.15% 134
2023
Q1 		$716K Buy
19,789
+8,302
+72% +$298K 0.23% 121
2022
Q4 		$397K Hold
11,487
– – 0.14% 149
2022
Q3 		$362K Hold
11,487
– – 0.13% 158
2022
Q2 		$394K Hold
11,487
– – 0.13% 156
2022
Q1 		$423K Hold
11,487
– – 0.12% 168
2021
Q4 		$400K Buy
11,487
+1,737
+18% +$59.4K 0.11% 168
2021
Q3 		$326K Sell
9,750
-1,737
-15% -$59.2K 0.17% 113
2021
Q2 		$387K Sell
11,487
-1
-0% -$35 0.12% 172
2021
Q1 		$374K Buy
11,488
+1,738
+18% +$59.4K 0.12% 162
2020
Q4 		$354K Hold
9,750
– – 1.59% 21
2020
Q3 		$351K Buy
+9,750
New +$356K 1.6% 22

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

GSB Wealth Management's IAU Position: Q2 2026 in Review

GSB Wealth Management increased its iShares Gold Trust (IAU) stake by 0.05% in Q2 2026, buying an estimated $594 and bringing the position to 12,830 shares worth $969K. The position accounts for 0.19% of the portfolio, ranked #110.

GSB Wealth Management first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • GSB Wealth Management held 12,830 shares of iShares Gold Trust worth $969K as of Q2 2026.
  • GSB Wealth Management bought 7 iShares Gold Trust shares in Q2 2026, an estimated $594.
  • iShares Gold Trust made up 0.19% of GSB Wealth Management's portfolio in Q2 2026, its #110 holding.
  • GSB Wealth Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • GSB Wealth Management's iShares Gold Trust position peaked at $1.13M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.