Thompson David Blair’s iShares Gold Trust IAU Stock Holding History

Thompson David Blair’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	$383K	Sell	5,078 -2,727	-35%	-$231K	0.19%	146
2026 Q1	$688K	Sell	7,805 -379	-5%	-$34.8K	0.39%	82
2025 Q4	$664K	Buy	+8,184	New	+$640K	0.38%	73
2024 Q4	$647K	Buy	+13,071	New	+$657K	0.47%	54

Other funds holding IAU

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Thompson David Blair's IAU Position: Q2 2026 in Review

Thompson David Blair reduced its iShares Gold Trust (IAU) stake by 35% in Q2 2026, selling an estimated $231K and leaving 5,078 shares worth $383K. The position accounts for 0.19% of the portfolio, ranked #146.

Thompson David Blair first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. The position peaked at $688K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Thompson David Blair held 5,078 shares of iShares Gold Trust worth $383K as of Q2 2026.
Thompson David Blair sold 2,727 iShares Gold Trust shares in Q2 2026, an estimated $231K.
iShares Gold Trust made up 0.19% of Thompson David Blair's portfolio in Q2 2026, its #146 holding.
Thompson David Blair first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
Thompson David Blair's iShares Gold Trust position peaked at $688K in Q1 2026.
1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.