Joel Isaacson & Co’s iShares Gold Trust IAU Stock Holding History

Joel Isaacson & 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	$350K	Buy	4,637 +122	+3%	+$10.4K	0.01%	361
2026 Q1	$398K	Hold	4,515	–	–	0.01%	315
2025 Q4	$366K	Sell	4,515 -9	-0.2%	-$704	0.01%	329
2025 Q3	$329K	Buy	4,524 +9	+0.2%	+$587	0.01%	330
2025 Q2	$282K	Buy	4,515 +831	+23%	+$51.5K	0.01%	346
2025 Q1	$217K	Buy	+3,684	New	+$199K	0.01%	367
2020 Q1	–	Sell	-13,000	Closed	-$377K	–	203
2019 Q4	$377K	Buy	13,000 +500	+4%	+$14.2K	0.05%	151
2019 Q3	$353K	Hold	12,500	–	–	0.05%	150
2019 Q2	$338K	Hold	12,500	–	–	0.05%	154
2019 Q1	$310K	Hold	12,500	–	–	0.05%	168
2018 Q4	$309K	Hold	12,500	–	–	0.05%	178
2018 Q3	$286K	Hold	12,500	–	–	0.05%	164
2018 Q2	$301K	Hold	12,500	–	–	0.05%	159
2018 Q1	$318K	Hold	12,500	–	–	0.06%	149
2017 Q4	$313K	Hold	12,500	–	–	0.05%	148
2017 Q3	$308K	Hold	12,500	–	–	0.06%	148
2017 Q2	$299K	Hold	12,500	–	–	0.06%	144
2017 Q1	$300K	Hold	12,500	–	–	0.06%	137
2016 Q4	$277K	Hold	12,500	–	–	0.06%	132
2016 Q3	$317K	Hold	12,500	–	–	0.07%	129
2016 Q2	$319K	Hold	12,500	–	–	0.07%	128
2016 Q1	$297K	Buy	+12,500	New	+$286K	0.07%	140
2015 Q2	–	Sell	-404	Closed	-$9K	–	764
2015 Q1	$9K	Buy	+404	New	+$9.52K	﹤0.01%	580
2013 Q4	–	Sell	-1,125	Closed	-$29K	–	511
2013 Q3	$29K	Hold	1,125	–	–	0.01%	318
2013 Q2	$27K	Buy	+1,125	New	+$31K	0.01%	288

Other funds holding IAU

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Joel Isaacson & Co's IAU Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Gold Trust (IAU) stake by 2.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,637 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #361.

Joel Isaacson & Co first reported a position in IAU in Q2 2013 and has held it in 25 quarters since. The position peaked at $398K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Joel Isaacson & Co held 4,637 shares of iShares Gold Trust worth $350K as of Q2 2026.
Joel Isaacson & Co bought 122 iShares Gold Trust shares in Q2 2026, an estimated $10.4K.
iShares Gold Trust made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #361 holding.
Joel Isaacson & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 25 quarters since.
Joel Isaacson & Co's iShares Gold Trust position peaked at $398K in Q1 2026.
1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.