Shepherd Street Advisors’s iShares Gold Trust IAU Stock Holding History

Shepherd Street 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	$475K	Buy	6,233 +1,167	+23%	+$99.1K	0.42%	62
2026 Q1	$447K	Buy	5,066 +2,274	+81%	+$209K	0.44%	55
2025 Q4	$227K	Buy	+2,792	New	+$218K	0.22%	86

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

Shepherd Street Advisors's IAU Position: Q2 2026 in Review

Shepherd Street Advisors increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $99.1K and bringing the position to 6,233 shares worth $475K. The position accounts for 0.42% of the portfolio, ranked #62.

Shepherd Street Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Shepherd Street Advisors held 6,233 shares of iShares Gold Trust worth $475K as of Q2 2026.
Shepherd Street Advisors bought 1,167 iShares Gold Trust shares in Q2 2026, an estimated $99.1K.
iShares Gold Trust made up 0.42% of Shepherd Street Advisors's portfolio in Q2 2026, its #62 holding.
Shepherd Street Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.