Knollwood Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Knollwood Investment Advisory’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	$5.68M	Hold	75,160	–	–	0.5%	42
2026 Q1	$6.63M	Buy	75,160 +21	+0%	+$1.93K	0.67%	34
2025 Q4	$6.1M	Buy	75,139 +8,112	+12%	+$634K	0.57%	38
2025 Q3	$4.88M	Buy	67,027 +5,651	+9%	+$369K	0.44%	48
2025 Q2	$3.83M	Hold	61,376	–	–	0.37%	59
2025 Q1	$3.62M	Buy	61,376 +18,525	+43%	+$1M	0.4%	55
2024 Q4	$2.12M	Hold	42,851	–	–	0.22%	113
2024 Q3	$2.13M	Hold	42,851	–	–	0.23%	110
2024 Q2	$1.88M	Hold	42,851	–	–	0.21%	115
2024 Q1	$1.8M	Hold	42,851	–	–	0.33%	54
2023 Q4	$1.67M	Hold	42,851	–	–	0.35%	56
2023 Q3	$1.5M	Hold	42,851	–	–	0.7%	40
2023 Q2	$1.56M	Hold	42,851	–	–	0.53%	49
2023 Q1	$1.6M	Hold	42,851	–	–	0.31%	53
2022 Q4	$1.48M	Buy	+42,851	New	+$1.41M	0.58%	49

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 22.9% 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

Knollwood Investment Advisory's IAU Position: Q2 2026 in Review

Knollwood Investment Advisory held its iShares Gold Trust (IAU) position steady in Q2 2026 at 75,160 shares worth $5.68M. The position accounts for 0.5% of the portfolio, ranked #42.

Knollwood Investment Advisory first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.63M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Knollwood Investment Advisory held 75,160 shares of iShares Gold Trust worth $5.68M as of Q2 2026.
Knollwood Investment Advisory left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.5% of Knollwood Investment Advisory's portfolio in Q2 2026, its #42 holding.
Knollwood Investment Advisory first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Knollwood Investment Advisory's iShares Gold Trust position peaked at $6.63M in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.