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Independent Family Office’s iShares Gold Trust IAU Stock Holding History

Independent Family Office’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 		$28.4M Buy
375,916
+2,271
+0.6% +$193K 11.4% 2
2026
Q1 		$32.9M Sell
373,645
-13,238
-3% -$1.21M 13.56% 1
2025
Q4 		$31.4M Sell
386,883
-5,231
-1% -$409K 13.11% 2
2025
Q3 		$28.5M Sell
392,114
-8,793
-2% -$574K 12.07% 2
2025
Q2 		$25M Sell
400,907
-16,525
-4% -$1.02M 11.59% 2
2025
Q1 		$24.6M Sell
417,432
-1,925
-0.5% -$104K 12.94% 2
2024
Q4 		$20.8M Sell
419,357
-6,500
-2% -$327K 10.79% 3
2024
Q3 		$21.2M Buy
425,857
+16,827
+4% +$788K 10.62% 3
2024
Q2 		$18M Sell
409,030
-2,087
-0.5% -$92.2K 10.25% 3
2024
Q1 		$17.3M Sell
411,117
-22,427
-5% -$879K 9.27% 3
2023
Q4 		$16.9M Hold
433,544
– – 9.57% 3
2023
Q3 		$15.2M Buy
433,544
+9,367
+2% +$342K 9.47% 3
2023
Q2 		$15.4M Sell
424,177
-10,000
-2% -$375K 9.35% 3
2023
Q1 		$16.2M Sell
434,177
-324
-0.1% -$11.6K 9.36% 3
2022
Q4 		$15M Buy
434,501
+8,277
+2% +$272K 9.03% 3
2022
Q3 		$13.4M Buy
426,224
+31,400
+8% +$1.03M 6.63% 4
2022
Q2 		$13.5K Buy
394,824
+17,701
+5% +$630K 6.68% 2
2022
Q1 		$13.9M Buy
377,123
+5,253
+1% +$188K 4.54% 2
2021
Q4 		$12.9M Buy
371,870
+5,942
+2% +$203K 4.89% 2
2021
Q3 		$12.2M Buy
365,928
+13,296
+4% +$453K 5.02% 2
2021
Q2 		$11.9M Sell
352,632
-19,458
-5% -$673K 4.64% 3
2021
Q1 		$12.1M Buy
372,090
+3,985
+1% +$136K 4.75% 3
2020
Q4 		$13.3M Sell
368,105
-12,700
-3% -$455K 5.58% 2
2020
Q3 		$13.7M Buy
380,805
+11,443
+3% +$418K 6.5% 2
2020
Q2 		$12.6M Buy
369,362
+8,262
+2% +$271K 6.5% 2
2020
Q1 		$10.9M Buy
361,100
+32,947
+10% +$996K 6.77% 2
2019
Q4 		$9.52M Buy
+328,153
New +$9.31M 5.97% 2

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

Independent Family Office's IAU Position: Q2 2026 in Review

Independent Family Office increased its iShares Gold Trust (IAU) stake by 0.61% in Q2 2026, buying an estimated $193K and bringing the position to 375,916 shares worth $28.4M. The position accounts for 11.4% of the portfolio, ranked #2.

Independent Family Office first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.9M in Q1 2026. 1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Independent Family Office held 375,916 shares of iShares Gold Trust worth $28.4M as of Q2 2026.
  • Independent Family Office bought 2,271 iShares Gold Trust shares in Q2 2026, an estimated $193K.
  • iShares Gold Trust made up 11.4% of Independent Family Office's portfolio in Q2 2026, its #2 holding.
  • Independent Family Office first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's iShares Gold Trust position peaked at $32.9M in Q1 2026.
  • 1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.