Sherman Porfolios’s iShares Gold Trust IAU Stock Holding History

Sherman Porfolios’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	$377K	Hold	4,279	–	–	0.03%	83
2026 Q1	$377K	Hold	4,279	–	–	0.03%	84
2025 Q4	$347K	Buy	+4,279	New	+$335K	0.02%	140

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

Sherman Porfolios's IAU Position: Q2 2026 in Review

Sherman Porfolios held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,279 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #83.

Sherman Porfolios 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.

Sherman Porfolios held 4,279 shares of iShares Gold Trust worth $377K as of Q2 2026.
Sherman Porfolios left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of Sherman Porfolios's portfolio in Q2 2026, its #83 holding.
Sherman Porfolios 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 Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.