John G. Ullman & Associates’s iShares Gold Trust IAU Stock Holding History

John G. Ullman & Associates’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	$302K	Buy	+4,004	New	+$340K	0.04%	160

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

John G. Ullman & Associates's IAU Position: Q2 2026 in Review

John G. Ullman & Associates opened a new position in iShares Gold Trust (IAU) in Q2 2026: 4,004 shares worth $302K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings.

1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

John G. Ullman & Associates held 4,004 shares of iShares Gold Trust worth $302K as of Q2 2026.
iShares Gold Trust was a new John G. Ullman & Associates position in Q2 2026.
iShares Gold Trust made up 0.04% of John G. Ullman & Associates's portfolio in Q2 2026, its #160 holding.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.