Ritholtz Wealth Management’s iShares Gold Trust IAU Stock Holding History

Ritholtz Wealth Management’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	$1.22M	Buy	16,094 +11,618	+260%	+$986K	0.02%	563
2026 Q1	$395K	Buy	4,476 +954	+27%	+$87.5K	0.01%	876
2025 Q4	$286K	Sell	3,522 -382	-10%	-$29.9K	0.01%	913
2025 Q3	$284K	Buy	3,904 +46	+1%	+$3K	0.01%	855
2025 Q2	$241K	Buy	+3,858	New	+$239K	0.01%	866
2021 Q4	–	Sell	-8,250	Closed	-$276K	–	565
2021 Q3	$276K	Buy	8,250 +232	+3%	+$7.9K	0.02%	391
2021 Q2	$270K	Buy	+8,018	New	+$277K	0.02%	389
2021 Q1	–	Sell	-972,332	Closed	-$35.3M	–	486
2020 Q4	$35.3M	Buy	972,332 +48,761	+5%	+$1.75M	3.37%	8
2020 Q3	$33.2M	Buy	923,571 +142,321	+18%	+$5.2M	3.73%	8
2020 Q2	$26.5M	Buy	+781,250	New	+$25.6M	3.42%	9

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

Ritholtz Wealth Management's IAU Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Gold Trust (IAU) stake by 260% in Q2 2026, buying an estimated $986K and bringing the position to 16,094 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #563.

Ritholtz Wealth Management first reported a position in IAU in Q2 2020 and has held it in 10 quarters since. The position peaked at $35.3M in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ritholtz Wealth Management held 16,094 shares of iShares Gold Trust worth $1.22M as of Q2 2026.
Ritholtz Wealth Management bought 11,618 iShares Gold Trust shares in Q2 2026, an estimated $986K.
iShares Gold Trust made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #563 holding.
Ritholtz Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 10 quarters since.
Ritholtz Wealth Management's iShares Gold Trust position peaked at $35.3M in Q4 2020.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.