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Jamison Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Jamison Private Wealth Management’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 		$870K Buy
11,526
+572
+5% +$48.6K 0.09% 127
2026
Q1 		$966K Hold
10,954
– – 0.12% 119
2025
Q4 		$889K Buy
10,954
+67
+0.6% +$5.24K 0.11% 122
2025
Q3 		$792K Hold
10,887
– – 0.1% 125
2025
Q2 		$679K Hold
10,887
– – 0.1% 125
2025
Q1 		$642K Hold
10,887
– – 0.1% 126
2024
Q4 		$539K Buy
+10,887
New +$547K 0.08% 143

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

Jamison Private Wealth Management's IAU Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Gold Trust (IAU) stake by 5.2% in Q2 2026, buying an estimated $48.6K and bringing the position to 11,526 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #127.

Jamison Private Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Jamison Private Wealth Management held 11,526 shares of iShares Gold Trust worth $870K as of Q2 2026.
  • Jamison Private Wealth Management bought 572 iShares Gold Trust shares in Q2 2026, an estimated $48.6K.
  • iShares Gold Trust made up 0.09% of Jamison Private Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Jamison Private Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Jamison Private Wealth Management's iShares Gold Trust position peaked at $966K in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.