Richard W. Paul & Associates’s iShares Gold Trust IAU Stock Holding History

Richard W. Paul & Associates’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	$3.32K	Buy	+44	New	+$3.73K	﹤0.01%	271

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

Richard W. Paul & Associates's IAU Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares Gold Trust (IAU) in Q2 2026: 44 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Richard W. Paul & Associates held 44 shares of iShares Gold Trust worth $3.32K as of Q2 2026.
iShares Gold Trust was a new Richard W. Paul & Associates position in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #271 holding.
1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.