Private Client Services’s iShares Gold Trust IAU Stock Holding History

Private Client Services’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	$934K	Buy	12,375 +1,695	+16%	+$144K	0.25%	83
2026 Q1	$942K	Buy	10,680 +321	+3%	+$29.4K	0.28%	67
2025 Q4	$841K	Buy	10,359 +280	+3%	+$21.9K	0.26%	73
2025 Q3	$733K	Buy	10,079 +1,987	+25%	+$130K	0.25%	76
2025 Q2	$505K	Sell	8,092 -369	-4%	-$22.9K	0.2%	110
2025 Q1	$499K	Buy	+8,461	New	+$458K	0.25%	85

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

Private Client Services's IAU Position: Q2 2026 in Review

Private Client Services increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $144K and bringing the position to 12,375 shares worth $934K. The position accounts for 0.25% of the portfolio, ranked #83.

Private Client Services first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $942K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Private Client Services held 12,375 shares of iShares Gold Trust worth $934K as of Q2 2026.
Private Client Services bought 1,695 iShares Gold Trust shares in Q2 2026, an estimated $144K.
iShares Gold Trust made up 0.25% of Private Client Services's portfolio in Q2 2026, its #83 holding.
Private Client Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Private Client Services's iShares Gold Trust position peaked at $942K in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.