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James J. Burns & Company’s iShares Gold Trust IAU Stock Holding History

James J. Burns & Company’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 		$260K Buy
3,438
+3
+0.1% +$255 0.03% 145
2026
Q1 		$303K Hold
3,435
– – 0.04% 124
2025
Q4 		$279K Buy
3,435
+4
+0.1% +$313 0.04% 135
2025
Q3 		$250K Buy
3,431
+1
+0% +$65 0.04% 142
2025
Q2 		$214K Buy
3,430
+4
+0.1% +$248 0.03% 146
2025
Q1 		$202K Buy
+3,426
New +$185K 0.04% 140

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

James J. Burns & Company's IAU Position: Q2 2026 in Review

James J. Burns & Company increased its iShares Gold Trust (IAU) stake by 0.09% in Q2 2026, buying an estimated $255 and bringing the position to 3,438 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #145.

James J. Burns & Company first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $303K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • James J. Burns & Company held 3,438 shares of iShares Gold Trust worth $260K as of Q2 2026.
  • James J. Burns & Company bought 3 iShares Gold Trust shares in Q2 2026, an estimated $255.
  • iShares Gold Trust made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #145 holding.
  • James J. Burns & Company first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • James J. Burns & Company's iShares Gold Trust position peaked at $303K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.