Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Gold Trust IAU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$566K	Buy	+7,500	New	+$637K	0.01%	229
2023 Q2	–	Sell	-366	Closed	-$13.7K	–	648
2023 Q1	$13.7K	Sell	366 -88	-19%	-$3.16K	﹤0.01%	498
2022 Q4	$15.7K	Hold	454	–	–	﹤0.01%	478
2022 Q3	$14K	Hold	454	–	–	﹤0.01%	508
2022 Q2	$16K	Buy	+454	New	+$16.2K	﹤0.01%	519
2022 Q1	–	Sell	-514	Closed	-$18K	–	675
2021 Q4	$18K	Sell	514 -1,992	-79%	-$68.1K	﹤0.01%	541
2021 Q3	$84K	Sell	2,506 -36,554	-94%	-$1.25M	﹤0.01%	407
2021 Q2	$1.32M	Buy	+39,060	New	+$1.35M	0.01%	152
2019 Q4	–	Sell	-316	Closed	-$9K	–	689
2019 Q3	$9K	Buy	+316	New	+$8.91K	﹤0.01%	574
2018 Q2	–	Sell	-1,165	Closed	-$30K	–	694
2018 Q1	$30K	Buy	+1,165	New	+$29.7K	﹤0.01%	492
2017 Q3	–	Sell	-165	Closed	-$4K	–	838
2017 Q2	$4K	Hold	165	–	–	﹤0.01%	593
2017 Q1	$4K	Hold	165	–	–	﹤0.01%	585
2016 Q4	$4K	Buy	+165	New	+$3.87K	﹤0.01%	571

Other funds holding IAU

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IAU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 7,500 shares worth $566K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in IAU as recently as Q1 2023.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IAU in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2021. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 7,500 shares of iShares Gold Trust worth $566K as of Q2 2026.
iShares Gold Trust was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
iShares Gold Trust made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #229 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Gold Trust in Q4 2016 and has held it in 13 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Gold Trust position peaked at $1.32M in Q2 2021.
1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.