Plum Street Advisors’s iShares Gold Trust IAU Stock Holding History

Plum Street 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	$8.01M	Sell	106,103 -2,178	-2%	-$185K	2.56%	13
2026 Q1	$9.55M	Sell	108,281 -5,646	-5%	-$518K	3.31%	7
2025 Q4	$9.25M	Sell	113,927 -5,366	-4%	-$420K	3.29%	8
2025 Q3	$8.68M	Sell	119,293 -2,895	-2%	-$189K	3.35%	7
2025 Q2	$7.62M	Sell	122,188 -14,008	-10%	-$868K	3.36%	9
2025 Q1	$8.03M	Sell	136,196 -20,802	-13%	-$1.13M	3.87%	7
2024 Q4	$7.77M	Sell	156,998 -5,154	-3%	-$259K	3.84%	7
2024 Q3	$8.06M	Sell	162,152 -10,077	-6%	-$472K	4.08%	7
2024 Q2	$7.57M	Buy	172,229 +10,077	+6%	+$445K	4.41%	7
2024 Q1	$8.06M	Sell	162,152 -27,512	-15%	-$1.08M	4.08%	7
2023 Q4	$7.4M	Buy	+189,664	New	+$7.1M	4.93%	6

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

Plum Street Advisors's IAU Position: Q2 2026 in Review

Plum Street Advisors reduced its iShares Gold Trust (IAU) stake by 2% in Q2 2026, selling an estimated $185K and leaving 106,103 shares worth $8.01M. The position accounts for 2.56% of the portfolio, ranked #13.

Plum Street Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.55M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Plum Street Advisors held 106,103 shares of iShares Gold Trust worth $8.01M as of Q2 2026.
Plum Street Advisors sold 2,178 iShares Gold Trust shares in Q2 2026, an estimated $185K.
iShares Gold Trust made up 2.56% of Plum Street Advisors's portfolio in Q2 2026, its #13 holding.
Plum Street Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares Gold Trust position peaked at $9.55M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.