Orcam Financial Group’s iShares Gold Trust IAU Stock Holding History

Orcam Financial 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 Q1	$567K	Hold	6,437	–	–	0.4%	36
2025 Q4	$522K	Sell	6,437 -827	-11%	-$64.7K	0.39%	39
2025 Q3	$529K	Hold	7,264	–	–	0.43%	35
2025 Q2	$453K	Hold	7,264	–	–	0.39%	34
2025 Q1	$428K	Hold	7,264	–	–	0.4%	32
2024 Q4	$360K	Hold	7,264	–	–	0.35%	34
2024 Q3	$361K	Hold	7,264	–	–	0.35%	34
2024 Q2	$319K	Sell	7,264 -1,075	-13%	-$47.5K	0.34%	31
2024 Q1	$350K	Buy	8,339 +1,277	+18%	+$50.1K	0.38%	31
2023 Q4	$276K	Hold	7,062	–	–	0.34%	29
2023 Q3	$247K	Hold	7,062	–	–	0.33%	28
2023 Q2	$257K	Buy	7,062 +1,067	+18%	+$40K	0.35%	28
2023 Q1	$224K	Buy	+5,995	New	+$215K	0.31%	32

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Orcam Financial Group's IAU Position: Q1 2026 in Review

Orcam Financial Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 6,437 shares worth $567K. The position accounts for 0.4% of the portfolio, ranked #36.

Orcam Financial Group first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Orcam Financial Group held 6,437 shares of iShares Gold Trust worth $567K as of Q1 2026.
Orcam Financial Group left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.4% of Orcam Financial Group's portfolio in Q1 2026, its #36 holding.
Orcam Financial Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.