LW
IAU icon

Linscomb Wealth’s iShares Gold Trust IAU Stock Holding History

Linscomb Wealth’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 		$226K Buy
+2,990
New +$254K 0.01% 299
2020
Q1 		– Sell
-5,113
Closed -$148K – 404
2019
Q4 		$148K Buy
+5,113
New +$145K 0.01% 410
2013
Q3 		– Sell
-5,582
Closed -$134K – 244
2013
Q2 		$134K Buy
+5,582
New +$154K 0.02% 225

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

Linscomb Wealth's IAU Position: Q2 2026 in Review

Linscomb Wealth opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,990 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Linscomb Wealth previously reported a position in IAU as recently as Q4 2019.

Linscomb Wealth first reported a position in IAU in Q2 2013 and has held it in 3 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Linscomb Wealth held 2,990 shares of iShares Gold Trust worth $226K as of Q2 2026.
  • iShares Gold Trust was a new Linscomb Wealth position in Q2 2026.
  • iShares Gold Trust made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #299 holding.
  • Linscomb Wealth first reported a position in iShares Gold Trust in Q2 2013 and has held it in 3 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.