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Stephen J. Garry & Associates’s iShares Gold Trust IAU Stock Holding History

Stephen J. Garry & Associates’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 		$12.1M Buy
160,529
+421
+0.3% +$35.7K 8.84% 2
2026
Q1 		$14.1M Buy
160,108
+992
+0.6% +$91K 11.35% 2
2025
Q4 		$12.9M Sell
159,116
-955
-0.6% -$74.7K 10.24% 2
2025
Q3 		$11.6M Buy
160,071
+325
+0.2% +$21.2K 9.3% 2
2025
Q2 		$9.96M Buy
159,746
+3,178
+2% +$197K 8.61% 2
2025
Q1 		$9.23M Buy
156,568
+2,185
+1% +$118K 8.63% 3
2024
Q4 		$7.64M Buy
154,383
+2,392
+2% +$120K 7.06% 4
2024
Q3 		$7.55M Sell
151,991
-227
-0.1% -$10.6K 7.18% 3
2024
Q2 		$6.69M Buy
152,218
+1,224
+0.8% +$54.1K 6.77% 4
2024
Q1 		$6.34M Sell
150,994
-1,125
-0.7% -$44.1K 6.56% 4
2023
Q4 		$5.94M Buy
+152,119
New +$5.69M 6.57% 4

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stephen J. Garry & Associates's IAU Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its iShares Gold Trust (IAU) stake by 0.26% in Q2 2026, buying an estimated $35.7K and bringing the position to 160,529 shares worth $12.1M. The position accounts for 8.84% of the portfolio, ranked #2.

Stephen J. Garry & Associates first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Stephen J. Garry & Associates held 160,529 shares of iShares Gold Trust worth $12.1M as of Q2 2026.
  • Stephen J. Garry & Associates bought 421 iShares Gold Trust shares in Q2 2026, an estimated $35.7K.
  • iShares Gold Trust made up 8.84% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #2 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Stephen J. Garry & Associates's iShares Gold Trust position peaked at $14.1M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.