Strategic Blueprint’s iShares Gold Trust IAU Stock Holding History

Strategic Blueprint’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	$6.25M	Buy	82,799 +902	+1%	+$76.6K	0.31%	82
2026 Q1	$7.22M	Sell	81,897 -52,905	-39%	-$4.85M	0.42%	65
2025 Q4	$10.9M	Sell	134,802 -2,129	-2%	-$167K	0.64%	32
2025 Q3	$9.96M	Buy	136,931 +31,746	+30%	+$2.07M	0.43%	57
2025 Q2	$6.56M	Buy	105,185 +2,478	+2%	+$154K	0.32%	84
2025 Q1	$6.06M	Buy	102,707 +65,533	+176%	+$3.54M	0.33%	78
2024 Q4	$1.84M	Buy	+37,174	New	+$1.87M	0.11%	165
2021 Q3	–	Sell	-1,026	Closed	-$35K	–	817
2021 Q2	$35K	Buy	+1,026	New	+$35.5K	0.01%	702
2019 Q4	–	Sell	-859	Closed	-$24K	–	232
2019 Q3	$24K	Buy	+859	New	+$24.2K	0.02%	215

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

Strategic Blueprint's IAU Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, buying an estimated $76.6K and bringing the position to 82,799 shares worth $6.25M. The position accounts for 0.31% of the portfolio, ranked #82.

Strategic Blueprint first reported a position in IAU in Q3 2019 and has held it in 9 quarters since. The position peaked at $10.9M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Strategic Blueprint held 82,799 shares of iShares Gold Trust worth $6.25M as of Q2 2026.
Strategic Blueprint bought 902 iShares Gold Trust shares in Q2 2026, an estimated $76.6K.
iShares Gold Trust made up 0.31% of Strategic Blueprint's portfolio in Q2 2026, its #82 holding.
Strategic Blueprint first reported a position in iShares Gold Trust in Q3 2019 and has held it in 9 quarters since.
Strategic Blueprint's iShares Gold Trust position peaked at $10.9M in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.