Hobbs Group Advisors’s iShares Gold Trust IAU Stock Holding History

Hobbs Group Advisors’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	$874K	Hold	11,576	–	–	0.23%	69
2026 Q1	$1.02M	Sell	11,576 -2,485	-18%	-$228K	0.31%	56
2025 Q4	$1.14M	Sell	14,061 -117	-0.8%	-$9.15K	0.34%	53
2025 Q3	$1.03M	Hold	14,178	–	–	0.32%	57
2025 Q2	$884K	Sell	14,178 -3,604	-20%	-$223K	0.3%	64
2025 Q1	$1.05M	Sell	17,782 -1	-0%	-$54	0.4%	49
2024 Q4	$880K	Sell	17,783 -4	-0%	-$201	0.33%	57
2024 Q3	$884K	Sell	17,787 -23	-0.1%	-$1.08K	0.32%	56
2024 Q2	$782K	Buy	+17,810	New	+$787K	0.3%	60
2023 Q4	$745K	Buy	+19,082	New	+$714K	0.33%	53

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

Hobbs Group Advisors's IAU Position: Q2 2026 in Review

Hobbs Group Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 11,576 shares worth $874K. The position accounts for 0.23% of the portfolio, ranked #69.

Hobbs Group Advisors first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Hobbs Group Advisors held 11,576 shares of iShares Gold Trust worth $874K as of Q2 2026.
Hobbs Group Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.23% of Hobbs Group Advisors's portfolio in Q2 2026, its #69 holding.
Hobbs Group Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares Gold Trust position peaked at $1.14M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.