North Forty Two & Co’s iShares Gold Trust IAU Stock Holding History

North Forty Two & Co’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	$911K	Buy	12,069 +1,015	+9%	+$86.2K	0.77%	34
2026 Q1	$975K	Buy	11,054 +50	+0.5%	+$4.59K	0.9%	33
2025 Q4	$893K	Buy	11,004 +275	+3%	+$21.5K	0.84%	34
2025 Q3	$781K	Hold	10,729	–	–	0.76%	38
2025 Q2	$669K	Buy	10,729 +100	+0.9%	+$6.2K	0.71%	42
2025 Q1	$627K	Buy	10,629 +500	+5%	+$27K	0.69%	45
2024 Q4	$501K	Buy	+10,129	New	+$509K	0.58%	52

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

North Forty Two & Co's IAU Position: Q2 2026 in Review

North Forty Two & Co increased its iShares Gold Trust (IAU) stake by 9.2% in Q2 2026, buying an estimated $86.2K and bringing the position to 12,069 shares worth $911K. The position accounts for 0.77% of the portfolio, ranked #34.

North Forty Two & Co first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $975K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

North Forty Two & Co held 12,069 shares of iShares Gold Trust worth $911K as of Q2 2026.
North Forty Two & Co bought 1,015 iShares Gold Trust shares in Q2 2026, an estimated $86.2K.
iShares Gold Trust made up 0.77% of North Forty Two & Co's portfolio in Q2 2026, its #34 holding.
North Forty Two & Co first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
North Forty Two & Co's iShares Gold Trust position peaked at $975K in Q1 2026.
1,073 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.