Insight 2811 Inc’s iShares Gold Trust IAU Stock Holding History

Insight 2811 Inc’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	$284K	Hold	3,755	–	–	0.11%	80
2026 Q1	$331K	Hold	3,755	–	–	0.14%	70
2025 Q4	$305K	Sell	3,755 -90	-2%	-$7.04K	0.13%	70
2025 Q3	$280K	Sell	3,845 -300	-7%	-$19.6K	0.12%	78
2025 Q2	$258K	Hold	4,145	–	–	0.12%	75
2025 Q1	$244K	Hold	4,145	–	–	0.12%	77
2024 Q4	$205K	Sell	4,145 -475	-10%	-$23.9K	0.11%	86
2024 Q3	$230K	Hold	4,620	–	–	0.11%	78
2024 Q2	$203K	Buy	+4,620	New	+$204K	0.11%	83
2023 Q3	–	Sell	-6,204	Closed	-$226K	–	87
2023 Q2	$226K	Sell	6,204 -116	-2%	-$4.35K	0.12%	81
2023 Q1	$236K	Sell	6,320 -500	-7%	-$17.9K	0.15%	81
2022 Q4	$236K	Hold	6,820	–	–	0.15%	77
2022 Q3	$215K	Sell	6,820 -150	-2%	-$4.92K	0.14%	72
2022 Q2	$239K	Sell	6,970 -650	-9%	-$23.1K	0.16%	71
2022 Q1	$281K	Sell	7,620 -1,375	-15%	-$49.1K	0.17%	70
2021 Q4	$313K	Buy	+8,995	New	+$307K	0.18%	62

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

Insight 2811 Inc's IAU Position: Q2 2026 in Review

Insight 2811 Inc held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,755 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #80.

Insight 2811 Inc first reported a position in IAU in Q4 2021 and has held it in 16 quarters since. The position peaked at $331K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Insight 2811 Inc held 3,755 shares of iShares Gold Trust worth $284K as of Q2 2026.
Insight 2811 Inc left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.11% of Insight 2811 Inc's portfolio in Q2 2026, its #80 holding.
Insight 2811 Inc first reported a position in iShares Gold Trust in Q4 2021 and has held it in 16 quarters since.
Insight 2811 Inc's iShares Gold Trust position peaked at $331K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.