Sittner & Nelson’s iShares Gold Trust IAU Stock Holding History

Sittner & Nelson’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	–	Sell	-816	Closed	-$71.9K	–	630
2026 Q1	$71.9K	Hold	816	–	–	0.03%	266
2025 Q4	$76.1K	Buy	+816	New	+$63.8K	0.03%	238

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

Sittner & Nelson's IAU Position: Q2 2026 in Review

Sittner & Nelson sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 816 shares — an estimated $71.9K sold.

Sittner & Nelson first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $76.1K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sittner & Nelson reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Sittner & Nelson sold 816 iShares Gold Trust shares in Q2 2026, an estimated $71.9K.
Sittner & Nelson first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
Sittner & Nelson's iShares Gold Trust position peaked at $76.1K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.