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Oak Family Advisors’s iShares Gold Trust IAU Stock Holding History

Oak Family Advisors’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 		$2.51M Buy
33,238
+454
+1% +$38.5K 0.64% 46
2026
Q1 		$2.89M Buy
32,784
+160
+0.5% +$14.7K 0.81% 40
2025
Q4 		$2.65M Sell
32,624
-3,942
-11% -$308K 0.73% 42
2025
Q3 		$2.66M Buy
36,566
+3,803
+12% +$248K 0.67% 44
2025
Q2 		$2.04M Sell
32,763
-6,059
-16% -$375K 0.64% 43
2025
Q1 		$2.29M Buy
38,822
+7,246
+23% +$392K 0.77% 38
2024
Q4 		$1.56M Sell
31,576
-1,087
-3% -$54.6K 0.57% 48
2024
Q3 		$1.62M Sell
32,663
-69
-0.2% -$3.23K 0.5% 45
2024
Q2 		$1.44M Buy
32,732
+7,211
+28% +$319K 0.49% 50
2024
Q1 		$1.07M Buy
25,521
+1,704
+7% +$66.8K 0.41% 57
2023
Q4 		$930K Buy
23,817
+412
+2% +$15.4K 0.39% 61
2023
Q3 		$819K Buy
23,405
+354
+2% +$12.9K 0.39% 53
2023
Q2 		$839K Sell
23,051
-2,300
-9% -$86.2K 0.4% 56
2023
Q1 		$947K Buy
25,351
+264
+1% +$9.47K 0.47% 51
2022
Q4 		$868K Sell
25,087
-311
-1% -$10.2K 0.46% 50
2022
Q3 		$801K Buy
25,398
+1,085
+4% +$35.6K 0.43% 50
2022
Q2 		$834K Buy
24,313
+738
+3% +$26.3K 0.42% 54
2022
Q1 		$868K Sell
23,575
-1,040
-4% -$37.2K 0.34% 59
2021
Q4 		$857K Buy
24,615
+1,485
+6% +$50.8K 0.32% 63
2021
Q3 		$773K Sell
23,130
-265
-1% -$9.03K 0.28% 57
2021
Q2 		$789K Buy
23,395
+588
+3% +$20.3K 0.33% 48
2021
Q1 		$742K Sell
22,807
-12,347
-35% -$422K 0.32% 50
2020
Q4 		$1.27M Buy
+35,154
New +$1.26M 0.66% 39

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 22.96% 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

Oak Family Advisors's IAU Position: Q2 2026 in Review

Oak Family Advisors increased its iShares Gold Trust (IAU) stake by 1.4% in Q2 2026, buying an estimated $38.5K and bringing the position to 33,238 shares worth $2.51M. The position accounts for 0.64% of the portfolio, ranked #46.

Oak Family Advisors first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Oak Family Advisors held 33,238 shares of iShares Gold Trust worth $2.51M as of Q2 2026.
  • Oak Family Advisors bought 454 iShares Gold Trust shares in Q2 2026, an estimated $38.5K.
  • iShares Gold Trust made up 0.64% of Oak Family Advisors's portfolio in Q2 2026, its #46 holding.
  • Oak Family Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's iShares Gold Trust position peaked at $2.89M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.