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J.L. Bainbridge & Co’s iShares Gold Trust IAU Stock Holding History

J.L. Bainbridge & Co’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 		$319K Buy
4,230
+35
+0.8% +$2.97K 0.03% 86
2026
Q1 		$370K Buy
4,195
+619
+17% +$56.8K 0.03% 70
2025
Q4 		$290K Buy
3,576
+200
+6% +$15.6K 0.02% 72
2025
Q3 		$246K Sell
3,376
-461
-12% -$30.1K 0.02% 89
2025
Q2 		$239K Buy
+3,837
New +$238K 0.02% 92

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

J.L. Bainbridge & Co's IAU Position: Q2 2026 in Review

J.L. Bainbridge & Co increased its iShares Gold Trust (IAU) stake by 0.83% in Q2 2026, buying an estimated $2.97K and bringing the position to 4,230 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #86.

J.L. Bainbridge & Co first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $370K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • J.L. Bainbridge & Co held 4,230 shares of iShares Gold Trust worth $319K as of Q2 2026.
  • J.L. Bainbridge & Co bought 35 iShares Gold Trust shares in Q2 2026, an estimated $2.97K.
  • iShares Gold Trust made up 0.03% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #86 holding.
  • J.L. Bainbridge & Co first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • J.L. Bainbridge & Co's iShares Gold Trust position peaked at $370K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.