Lesa Sroufe & Co’s iShares Gold Trust IAU Stock Holding History

Lesa Sroufe & 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	$388K	Hold	5,142	–	–	0.28%	49
2026 Q1	$453K	Hold	5,142	–	–	0.31%	45
2025 Q4	$417K	Hold	5,142	–	–	0.31%	46
2025 Q3	$374K	Hold	5,142	–	–	0.3%	48
2025 Q2	$321K	Buy	5,142 +117	+2%	+$7.25K	0.29%	49
2025 Q1	$296K	Buy	+5,025	New	+$272K	0.3%	52
2024 Q3	$250K	Hold	5,025	–	–	0.23%	60
2024 Q2	$221K	Hold	5,025	–	–	0.21%	68
2024 Q1	$211K	Buy	+5,025	New	+$197K	0.2%	69
2021 Q2	–	Sell	-5,025	Closed	-$163K	–	74
2021 Q1	$163K	Hold	5,025	–	–	0.18%	65
2020 Q4	$182K	Hold	5,025	–	–	0.22%	66
2020 Q3	$181K	Hold	5,025	–	–	0.25%	61
2020 Q2	$171K	Hold	5,025	–	–	0.23%	59
2020 Q1	$151K	Hold	5,025	–	–	0.2%	56
2019 Q4	$146K	Hold	5,025	–	–	0.14%	61
2019 Q3	$142K	Hold	5,025	–	–	0.14%	60
2019 Q2	$136K	Hold	5,025	–	–	0.12%	59
2019 Q1	$124K	Hold	5,025	–	–	0.11%	57
2018 Q4	$124K	Hold	5,025	–	–	0.11%	56
2018 Q3	$115K	Hold	5,025	–	–	0.09%	60
2018 Q2	$121K	Hold	5,025	–	–	0.09%	60
2018 Q1	$128K	Hold	5,025	–	–	0.1%	56
2017 Q4	$126K	Hold	5,025	–	–	0.1%	42
2017 Q3	$124K	Hold	5,025	–	–	0.11%	39
2017 Q2	$120K	Hold	5,025	–	–	0.11%	37
2017 Q1	$121K	Hold	5,025	–	–	0.11%	40
2016 Q4	$111K	Hold	5,025	–	–	0.1%	40
2016 Q3	$128K	Hold	5,025	–	–	0.11%	43
2016 Q2	$128K	Hold	5,025	–	–	0.11%	42
2016 Q1	$119K	Hold	5,025	–	–	0.12%	40
2015 Q4	$103K	Hold	5,025	–	–	0.11%	40
2015 Q3	$108K	Hold	5,025	–	–	0.09%	38
2015 Q2	$114K	Hold	5,025	–	–	0.08%	41
2015 Q1	$115K	Hold	5,025	–	–	0.08%	40
2014 Q4	$115K	Hold	5,025	–	–	0.07%	43
2014 Q3	$118K	Hold	5,025	–	–	0.07%	39
2014 Q2	$129K	Hold	5,025	–	–	0.07%	40
2014 Q1	$125K	Hold	5,025	–	–	0.07%	38
2013 Q4	$117K	Hold	5,025	–	–	0.06%	41
2013 Q3	$130K	Hold	5,025	–	–	0.08%	41
2013 Q2	$120K	Buy	+5,025	New	+$138K	0.07%	43

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

Lesa Sroufe & Co's IAU Position: Q2 2026 in Review

Lesa Sroufe & Co held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,142 shares worth $388K. The position accounts for 0.28% of the portfolio, ranked #49.

Lesa Sroufe & Co first reported a position in IAU in Q2 2013 and has held it in 41 quarters since. The position peaked at $453K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Lesa Sroufe & Co held 5,142 shares of iShares Gold Trust worth $388K as of Q2 2026.
Lesa Sroufe & Co left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.28% of Lesa Sroufe & Co's portfolio in Q2 2026, its #49 holding.
Lesa Sroufe & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 41 quarters since.
Lesa Sroufe & Co's iShares Gold Trust position peaked at $453K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.