Roehl & Yi Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Roehl & Yi Investment Advisors’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	$9.76M	Buy	317,153 +184,650	+139%	+$15.7M	3.21%	7
2026 Q1	$11.3M	Sell	132,503 -947	-0.7%	-$86.9K	4.26%	5
2025 Q4	$10.5M	Sell	133,450 -990	-0.7%	-$77.4K	4.17%	6
2025 Q3	$9.5M	Buy	134,440 +1,206	+0.9%	+$78.7K	4.13%	6
2025 Q2	$8.06M	Buy	133,234 +8,013	+6%	+$497K	4.13%	5
2025 Q1	$7.15M	Sell	125,221 -812	-0.6%	-$43.9K	3.88%	5
2024 Q4	$6.05M	Buy	+126,033	New	+$6.33M	3.33%	5

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

Roehl & Yi Investment Advisors's IAU Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its iShares Gold Trust (IAU) stake by 139% in Q2 2026, buying an estimated $15.7M and bringing the position to 317,153 shares worth $9.76M. The position accounts for 3.21% of the portfolio, ranked #7.

Roehl & Yi Investment Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Roehl & Yi Investment Advisors held 317,153 shares of iShares Gold Trust worth $9.76M as of Q2 2026.
Roehl & Yi Investment Advisors bought 184,650 iShares Gold Trust shares in Q2 2026, an estimated $15.7M.
iShares Gold Trust made up 3.21% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #7 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's iShares Gold Trust position peaked at $11.3M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.