Nalls Sherbakoff Group’s iShares Gold Trust IAU Stock Holding History

Nalls Sherbakoff Group’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	$129K	Hold	1,703	–	–	0.09%	119
2026 Q1	$150K	Hold	1,703	–	–	0.11%	115
2025 Q4	$138K	Hold	1,703	–	–	0.1%	126
2025 Q3	$124K	Sell	1,703 -100	-6%	-$6.52K	0.08%	136
2025 Q2	$112K	Buy	1,803 +100	+6%	+$6.2K	0.08%	131
2025 Q1	$100K	Buy	+1,703	New	+$92.1K	0.08%	125
2023 Q4	$91.7K	Hold	2,350	–	–	0.08%	122
2023 Q3	$82.2K	Hold	2,350	–	–	0.08%	124
2023 Q2	$87.4K	Hold	2,350	–	–	0.09%	119
2023 Q1	$88.3K	Buy	+2,350	New	+$84.3K	0.09%	120
2018 Q4	$52K	Buy	+2,100	New	+$49.4K	0.08%	139

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

Nalls Sherbakoff Group's IAU Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,703 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #119.

Nalls Sherbakoff Group first reported a position in IAU in Q4 2018 and has held it in 11 quarters since. The position peaked at $150K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Nalls Sherbakoff Group held 1,703 shares of iShares Gold Trust worth $129K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.09% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #119 holding.
Nalls Sherbakoff Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Gold Trust position peaked at $150K in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.