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Relyea Zuckerberg Hanson’s iShares Gold Trust IAU Stock Holding History

Relyea Zuckerberg Hanson’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 		$2.52M Buy
33,316
+1,496
+5% +$127K 0.21% 69
2026
Q1 		$2.81M Buy
31,820
+315
+1% +$28.9K 0.28% 56
2025
Q4 		$2.56M Hold
31,505
– – 0.26% 64
2025
Q3 		$2.29M Hold
31,505
– – 0.24% 65
2025
Q2 		$1.96M Hold
31,505
– – 0.23% 67
2025
Q1 		$1.86M Hold
31,505
– – 0.25% 63
2024
Q4 		$1.56M Hold
31,505
– – 0.21% 73
2024
Q3 		$1.57M Hold
31,505
– – 0.24% 63
2024
Q2 		$1.38M Sell
31,505
-672
-2% -$29.7K 0.23% 63
2024
Q1 		$1.35M Hold
32,177
– – 0.24% 60
2023
Q4 		$1.26M Sell
32,177
-7,302
-18% -$273K 0.25% 63
2023
Q3 		$1.38M Hold
39,479
– – 0.32% 48
2023
Q2 		$1.44M Buy
39,479
+2,663
+7% +$99.8K 0.32% 48
2023
Q1 		$1.38M Buy
36,816
+3,567
+11% +$128K 0.34% 51
2022
Q4 		$1.15M Buy
33,249
+2,477
+8% +$81.3K 0.33% 47
2022
Q3 		$970K Sell
30,772
-12,050
-28% -$395K 0.35% 40
2022
Q2 		$1.47M Hold
42,822
– – 0.55% 32
2022
Q1 		$1.61M Buy
42,822
+857
+2% +$30.6K 0.53% 32
2021
Q4 		$1.46M Buy
41,965
+11,114
+36% +$380K 0.53% 34
2021
Q3 		$1.03M Hold
30,851
– – 0.4% 42
2021
Q2 		$1.04M Sell
30,851
-2
-0% -$69 0.43% 37
2021
Q1 		$1.04M Buy
30,853
+3,428
+12% +$117K 0.46% 35
2020
Q4 		$994K Buy
27,425
+1,482
+6% +$53K 0.53% 33
2020
Q3 		$943K Hold
25,943
– – 0.61% 31
2020
Q2 		$882K Sell
25,943
-3,545
-12% -$116K 0.7% 29
2020
Q1 		$889K Hold
29,488
– – 0.97% 27
2019
Q4 		$855K Buy
+29,488
New +$836K 0.82% 30

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

Relyea Zuckerberg Hanson's IAU Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Gold Trust (IAU) stake by 4.7% in Q2 2026, buying an estimated $127K and bringing the position to 33,316 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #69.

Relyea Zuckerberg Hanson first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.81M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Relyea Zuckerberg Hanson held 33,316 shares of iShares Gold Trust worth $2.52M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 1,496 iShares Gold Trust shares in Q2 2026, an estimated $127K.
  • iShares Gold Trust made up 0.21% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #69 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's iShares Gold Trust position peaked at $2.81M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.