JTC Employer Solutions Trustee’s iShares Gold Trust IAU Stock Holding History

JTC Employer Solutions Trustee’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	$954K	Hold	12,632	–	–	0.08%	66
2026 Q1	$1.11M	Hold	12,632	–	–	0.09%	55
2025 Q4	$1.03M	Hold	12,632	–	–	0.07%	65
2025 Q3	$920K	Sell	12,632 -5,188	-29%	-$338K	0.08%	63
2025 Q2	$1.11M	Buy	17,820 +16,122	+949%	+$999K	0.11%	52
2025 Q1	$100K	Hold	1,698	–	–	0.01%	198
2024 Q4	$84K	Hold	1,698	–	–	0.01%	214
2024 Q3	$84K	Hold	1,698	–	–	0.01%	218
2024 Q2	$75K	Hold	1,698	–	–	0.01%	225
2024 Q1	$70K	Hold	1,698	–	–	﹤0.01%	235
2023 Q4	$66K	Hold	1,698	–	–	0.01%	234
2023 Q3	$59K	Hold	1,698	–	–	0.01%	248
2023 Q2	$62K	Hold	1,698	–	–	0.01%	246
2023 Q1	$63K	Hold	1,698	–	–	0.01%	249
2022 Q4	$59K	Hold	1,698	–	–	0.01%	251
2022 Q3	$54K	Hold	1,698	–	–	0.01%	206
2022 Q2	$58K	Hold	1,698	–	–	0.01%	186
2022 Q1	$63K	Hold	1,698	–	–	0.01%	190
2021 Q4	$59K	Hold	1,698	–	–	0.01%	204
2021 Q3	$57K	Buy	+1,698	New	+$57.8K	0.01%	205

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

JTC Employer Solutions Trustee's IAU Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares Gold Trust (IAU) position steady in Q2 2026 at 12,632 shares worth $954K. The position accounts for 0.08% of the portfolio, ranked #66.

JTC Employer Solutions Trustee first reported a position in IAU in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

JTC Employer Solutions Trustee held 12,632 shares of iShares Gold Trust worth $954K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.08% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #66 holding.
JTC Employer Solutions Trustee first reported a position in iShares Gold Trust in Q3 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's iShares Gold Trust position peaked at $1.11M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.