May Barnhard Investments’s iShares Gold Trust IAU Stock Holding History

May Barnhard 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	$708K	Sell	9,377 -75	-0.8%	-$6.37K	0.29%	53
2026 Q1	$833K	Buy	9,452 +80	+0.9%	+$7.34K	0.4%	44
2025 Q4	$761K	Hold	9,372	–	–	0.36%	50
2025 Q3	$682K	Buy	9,372 +65	+0.7%	+$4.24K	0.32%	52
2025 Q2	$580K	Hold	9,307	–	–	0.27%	58
2025 Q1	$549K	Buy	9,307 +357	+4%	+$19.3K	0.27%	55
2024 Q4	$443K	Hold	8,950	–	–	0.21%	62
2024 Q3	$445K	Hold	8,950	–	–	0.22%	64
2024 Q2	$393K	Hold	8,950	–	–	0.2%	60
2024 Q1	$376K	Sell	8,950 -470	-5%	-$18.4K	0.19%	62
2023 Q4	$368K	Buy	+9,420	New	+$352K	0.19%	64

Other funds holding IAU

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

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

May Barnhard Investments's IAU Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares Gold Trust (IAU) stake by 0.79% in Q2 2026, selling an estimated $6.37K and leaving 9,377 shares worth $708K. The position accounts for 0.29% of the portfolio, ranked #53.

May Barnhard Investments first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $833K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

May Barnhard Investments held 9,377 shares of iShares Gold Trust worth $708K as of Q2 2026.
May Barnhard Investments sold 75 iShares Gold Trust shares in Q2 2026, an estimated $6.37K.
iShares Gold Trust made up 0.29% of May Barnhard Investments's portfolio in Q2 2026, its #53 holding.
May Barnhard Investments first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares Gold Trust position peaked at $833K in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.