Hoey Investments’s iShares Gold Trust IAU Stock Holding History

Hoey Investments’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	$13.2K	Hold	175	–	–	﹤0.01%	245
2026 Q1	$15.4K	Hold	175	–	–	﹤0.01%	227
2025 Q4	$14.2K	Hold	175	–	–	﹤0.01%	233
2025 Q3	$12.7K	Hold	175	–	–	﹤0.01%	240
2025 Q2	$10.9K	Sell	175 -575	-77%	-$35.6K	﹤0.01%	234
2025 Q1	$44.2K	Buy	750 +175	+30%	+$9.47K	0.01%	150
2024 Q4	$28.5K	Hold	575	–	–	﹤0.01%	158
2024 Q3	$25.3K	Hold	575	–	–	﹤0.01%	159
2024 Q2	$25.3K	Buy	+575	New	+$25.4K	﹤0.01%	159
2023 Q4	–	Sell	-311	Closed	-$10.9K	–	360
2023 Q3	$10.9K	Hold	311	–	–	﹤0.01%	203
2023 Q2	$11.3K	Hold	311	–	–	﹤0.01%	202
2023 Q1	$11.6K	Hold	311	–	–	﹤0.01%	206
2022 Q4	$10.8K	Hold	311	–	–	﹤0.01%	211
2022 Q3	$10K	Hold	311	–	–	﹤0.01%	228
2022 Q2	$11K	Hold	311	–	–	﹤0.01%	182
2022 Q1	$11K	Hold	311	–	–	﹤0.01%	165
2021 Q4	$11K	Hold	311	–	–	﹤0.01%	171
2021 Q3	$10K	Hold	311	–	–	﹤0.01%	171
2021 Q2	$10K	Sell	311 -2	-0.6%	-$69	﹤0.01%	171
2021 Q1	$10K	Hold	313	–	–	﹤0.01%	172
2020 Q4	$11K	Buy	+313	New	+$11.2K	﹤0.01%	139

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 22.9% 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

Hoey Investments's IAU Position: Q2 2026 in Review

Hoey Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 175 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Hoey Investments first reported a position in IAU in Q4 2020 and has held it in 21 quarters since. The position peaked at $44.2K in Q1 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Hoey Investments held 175 shares of iShares Gold Trust worth $13.2K as of Q2 2026.
Hoey Investments left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #245 holding.
Hoey Investments first reported a position in iShares Gold Trust in Q4 2020 and has held it in 21 quarters since.
Hoey Investments's iShares Gold Trust position peaked at $44.2K in Q1 2025.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.