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Stokes Family Office’s iShares Gold Trust IAU Stock Holding History

Stokes Family Office’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
Q1 		$249K Sell
2,820
-8,795
-76% -$807K 0.03% 249
2025
Q4 		$943K Buy
11,615
+630
+6% +$49.3K 0.09% 138
2025
Q3 		$799K Sell
10,985
-82,554
-88% -$5.39M 0.08% 139
2025
Q2 		$5.83M Buy
93,539
+2,491
+3% +$154K 0.61% 41
2025
Q1 		$5.37M Buy
91,048
+49,666
+120% +$2.69M 0.6% 38
2024
Q4 		$2.05M Buy
+41,382
New +$2.08M 0.22% 84

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stokes Family Office's IAU Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Gold Trust (IAU) stake by 76% in Q1 2026, selling an estimated $807K and leaving 2,820 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #249.

Stokes Family Office first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.83M in Q2 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Stokes Family Office held 2,820 shares of iShares Gold Trust worth $249K as of Q1 2026.
  • Stokes Family Office sold 8,795 iShares Gold Trust shares in Q1 2026, an estimated $807K.
  • iShares Gold Trust made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #249 holding.
  • Stokes Family Office first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Stokes Family Office's iShares Gold Trust position peaked at $5.83M in Q2 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.