Main Management’s iShares Gold Trust IAU Stock Holding History

Main Management’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	$19K	Hold	250	–	–	﹤0.01%	84
2026 Q1	$22K	Hold	250	–	–	﹤0.01%	83
2025 Q4	$20K	Hold	250	–	–	﹤0.01%	94
2025 Q3	$18K	Hold	250	–	–	﹤0.01%	97
2025 Q2	$16K	Hold	250	–	–	﹤0.01%	93
2025 Q1	$15K	Hold	250	–	–	﹤0.01%	103
2024 Q4	$12K	Hold	250	–	–	﹤0.01%	125
2024 Q3	$12K	Hold	250	–	–	﹤0.01%	127
2024 Q2	$11K	Hold	250	–	–	﹤0.01%	133
2024 Q1	$11K	Hold	250	–	–	﹤0.01%	142
2023 Q4	$10K	Hold	250	–	–	﹤0.01%	130
2023 Q3	$9K	Hold	250	–	–	﹤0.01%	128
2023 Q2	$9K	Hold	250	–	–	﹤0.01%	122
2023 Q1	$9K	Buy	+250	New	+$8.97K	﹤0.01%	124
2022 Q4	–	Sell	-250	Closed	-$8K	–	143
2022 Q3	$8K	Sell	250 -7,421	-97%	-$243K	﹤0.01%	132
2022 Q2	$263K	Buy	7,671 +7,421	+2,968%	+$264K	0.03%	90
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	126
2021 Q4	$9K	Sell	250 -300	-55%	-$10.3K	﹤0.01%	137
2021 Q3	$18K	Hold	550	–	–	﹤0.01%	126
2021 Q2	$19K	Hold	550	–	–	﹤0.01%	126
2021 Q1	$18K	Buy	550 +300	+120%	+$10.3K	﹤0.01%	129
2020 Q4	$9K	Sell	250 -250	-50%	-$8.95K	﹤0.01%	121
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	122
2020 Q2	$17K	Buy	+500	New	+$16.4K	﹤0.01%	112

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

Main Management's IAU Position: Q2 2026 in Review

Main Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 250 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #84.

Main Management first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $263K in Q2 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Main Management held 250 shares of iShares Gold Trust worth $19K as of Q2 2026.
Main Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Main Management's portfolio in Q2 2026, its #84 holding.
Main Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
Main Management's iShares Gold Trust position peaked at $263K in Q2 2022.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Main Management's 13F filing for Q2 2026, filed 14 Aug 2026.