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Louisbourg Investments’s iShares Gold Trust IAU Stock Holding History

Louisbourg 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 		$10.6K Hold
140
– – ﹤0.01% 176
2026
Q1 		$12.3K Hold
140
– – ﹤0.01% 177
2025
Q4 		$11.4K Sell
140
-10
-7% -$782 ﹤0.01% 173
2025
Q3 		$10.9K Hold
150
– – ﹤0.01% 172
2025
Q2 		$9.36K Sell
150
-50
-25% -$3.1K ﹤0.01% 164
2025
Q1 		$11.8K Hold
200
– – ﹤0.01% 151
2024
Q4 		$9.9K Sell
200
-25
-11% -$1.26K ﹤0.01% 143
2024
Q3 		$11.2K Hold
225
– – ﹤0.01% 148
2024
Q2 		$9.88K Hold
225
– – ﹤0.01% 147
2024
Q1 		$9.45K Hold
225
– – ﹤0.01% 149
2023
Q4 		$8.78K Buy
+225
New +$8.42K ﹤0.01% 145

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 22.9% 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

Louisbourg Investments's IAU Position: Q2 2026 in Review

Louisbourg Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 140 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Louisbourg Investments first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Louisbourg Investments held 140 shares of iShares Gold Trust worth $10.6K as of Q2 2026.
  • Louisbourg Investments left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Louisbourg Investments's portfolio in Q2 2026, its #176 holding.
  • Louisbourg Investments first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's iShares Gold Trust position peaked at $12.3K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.