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Laffer Tengler Investments’s iShares Gold Trust IAU Stock Holding History

Laffer Tengler Investments’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 		$223K Hold
2,951
– – 0.03% 176
2026
Q1 		$260K Hold
2,951
– – 0.04% 167
2025
Q4 		$240K Hold
2,951
– – 0.04% 164
2025
Q3 		$215K Buy
+2,951
New +$193K 0.03% 157
2024
Q2 		– Sell
-276
Closed -$11.6K – 418
2024
Q1 		$11.6K Buy
+276
New +$10.8K ﹤0.01% 295
2022
Q4 		– Sell
-33
Closed -$1.04K – 442
2022
Q3 		$1.04K Buy
+33
New +$1.08K ﹤0.01% 390

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

Laffer Tengler Investments's IAU Position: Q2 2026 in Review

Laffer Tengler Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,951 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #176.

Laffer Tengler Investments first reported a position in IAU in Q3 2022 and has held it in 6 quarters since. The position peaked at $260K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Laffer Tengler Investments held 2,951 shares of iShares Gold Trust worth $223K as of Q2 2026.
  • Laffer Tengler Investments left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #176 holding.
  • Laffer Tengler Investments first reported a position in iShares Gold Trust in Q3 2022 and has held it in 6 quarters since.
  • Laffer Tengler Investments's iShares Gold Trust position peaked at $260K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.