Robinswood Financial’s iShares Gold Trust IAU Stock Holding History

Robinswood Financial’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	$3.17K	Sell	42 -13	-24%	-$1.1K	﹤0.01%	363
2026 Q1	$4.85K	Buy	55 +13	+31%	+$1.19K	﹤0.01%	329
2025 Q4	$3.41K	Hold	42	–	–	﹤0.01%	329
2025 Q3	$3.06K	Hold	42	–	–	﹤0.01%	327
2025 Q2	$2.62K	Hold	42	–	–	﹤0.01%	335
2025 Q1	$2.48K	Hold	42	–	–	﹤0.01%	330
2024 Q4	$2.08K	Hold	42	–	–	﹤0.01%	286
2024 Q3	$2.09K	Hold	42	–	–	﹤0.01%	294
2024 Q2	$1.84K	Hold	42	–	–	﹤0.01%	306
2024 Q1	$1.78K	Sell	42 -175	-81%	-$6.86K	﹤0.01%	219
2023 Q4	$8.47K	Buy	217 +42	+24%	+$1.57K	﹤0.01%	157
2023 Q3	$6.12K	Hold	175	–	–	﹤0.01%	167
2023 Q2	$6.37K	Buy	+175	New	+$6.56K	﹤0.01%	150

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 22.9% 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

Robinswood Financial's IAU Position: Q2 2026 in Review

Robinswood Financial reduced its iShares Gold Trust (IAU) stake by 24% in Q2 2026, selling an estimated $1.1K and leaving 42 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Robinswood Financial first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.47K in Q4 2023. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Robinswood Financial held 42 shares of iShares Gold Trust worth $3.17K as of Q2 2026.
Robinswood Financial sold 13 iShares Gold Trust shares in Q2 2026, an estimated $1.1K.
iShares Gold Trust made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #363 holding.
Robinswood Financial first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares Gold Trust position peaked at $8.47K in Q4 2023.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.