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 Q2	–	Sell	-2,820	Closed	-$249K	–	285
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 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

Stokes Family Office's IAU Position: Q2 2026 in Review

Stokes Family Office sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,820 shares — an estimated $249K sold.

Stokes Family Office first reported a position in IAU in Q4 2024 and held it in 6 quarters. The position peaked at $5.83M in Q2 2025. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Stokes Family Office reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Stokes Family Office sold 2,820 iShares Gold Trust shares in Q2 2026, an estimated $249K.
Stokes Family Office first reported a position in iShares Gold Trust in Q4 2024 and held it in 6 quarters.
Stokes Family Office's iShares Gold Trust position peaked at $5.83M in Q2 2025.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.