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Hazlett, Burt & Watson’s iShares Gold Trust IAU Stock Holding History

Hazlett, Burt & Watson’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 		$642K Buy
8,601
+832
+11% +$70.6K 0.17% 137
2026
Q1 		$682K Buy
7,769
+238
+3% +$21.8K 0.21% 111
2025
Q4 		$611K Buy
7,531
+2,151
+40% +$168K 0.2% 112
2025
Q3 		$380K Buy
5,380
+823
+18% +$53.7K 0.13% 148
2025
Q2 		$280K Buy
4,557
+686
+18% +$42.5K 0.11% 163
2025
Q1 		$228K Buy
3,871
+283
+8% +$15.3K 0.1% 177
2024
Q4 		$174K Buy
3,588
+3,503
+4,121% +$176K 0.08% 219
2024
Q3 		$4K Hold
85
– – ﹤0.01% 623
2024
Q2 		$4K Hold
85
– – ﹤0.01% 607
2024
Q1 		$4K Hold
85
– – ﹤0.01% 599
2023
Q4 		$3K Buy
+85
New +$3.18K ﹤0.01% 592
2023
Q1 		– Sell
-115
Closed -$4K – 653
2022
Q4 		$4K Buy
115
+80
+229% +$2.63K ﹤0.01% 538
2022
Q3 		$1K Buy
+35
New +$1.15K ﹤0.01% 596

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

Hazlett, Burt & Watson's IAU Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $70.6K and bringing the position to 8,601 shares worth $642K. The position accounts for 0.17% of the portfolio, ranked #137.

Hazlett, Burt & Watson first reported a position in IAU in Q3 2022 and has held it in 13 quarters since. The position peaked at $682K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hazlett, Burt & Watson held 8,601 shares of iShares Gold Trust worth $642K as of Q2 2026.
  • Hazlett, Burt & Watson bought 832 iShares Gold Trust shares in Q2 2026, an estimated $70.6K.
  • iShares Gold Trust made up 0.17% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #137 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Gold Trust in Q3 2022 and has held it in 13 quarters since.
  • Hazlett, Burt & Watson's iShares Gold Trust position peaked at $682K in Q1 2026.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.