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

Tarbox 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	$1.33M	Hold	15,077	–	–	0.22%	33
2025 Q4	$1.22M	Hold	15,077	–	–	0.2%	37
2025 Q3	$1.1M	Hold	15,077	–	–	0.16%	40
2025 Q2	$940K	Buy	15,077 +77	+0.5%	+$4.77K	0.14%	43
2025 Q1	$884K	Hold	15,000	–	–	0.15%	42
2024 Q4	$743K	Hold	15,000	–	–	0.12%	53
2024 Q3	$746K	Hold	15,000	–	–	0.12%	52
2024 Q2	$659K	Hold	15,000	–	–	0.12%	48
2024 Q1	$630K	Hold	15,000	–	–	0.11%	54
2023 Q4	$585K	Hold	15,000	–	–	0.11%	47
2023 Q3	$525K	Hold	15,000	–	–	0.11%	53
2023 Q2	$546K	Hold	15,000	–	–	0.11%	54
2023 Q1	$561K	Hold	15,000	–	–	0.11%	49
2022 Q4	$519K	Sell	15,000 -1,322	-8%	-$43.4K	0.11%	51
2022 Q3	$560K	Hold	16,322	–	–	0.13%	42
2022 Q2	$560K	Hold	16,322	–	–	0.13%	54
2022 Q1	$601K	Hold	16,322	–	–	0.12%	42
2021 Q4	$568K	Hold	16,322	–	–	0.1%	64
2021 Q3	$545K	Sell	16,322 -1,540	-9%	-$52.5K	0.1%	68
2021 Q2	$602K	Sell	17,862 -1	-0%	-$35	0.11%	68
2021 Q1	$581K	Hold	17,863	–	–	0.11%	59
2020 Q4	$648K	Hold	17,863	–	–	0.14%	50
2020 Q3	$643K	Sell	17,863 -11,030	-38%	-$403K	0.16%	49
2020 Q2	$982K	Buy	28,893 +11,241	+64%	+$368K	0.25%	33
2020 Q1	$532K	Buy	17,652 +432	+3%	+$13.1K	0.17%	48
2019 Q4	$499K	Sell	17,220 -514	-3%	-$14.6K	0.14%	54
2019 Q3	$500K	Buy	17,734 +668	+4%	+$18.8K	0.15%	44
2019 Q2	$461K	Buy	17,066 +2,066	+14%	+$51.8K	0.14%	48
2019 Q1	$371K	Hold	15,000	–	–	0.14%	55
2018 Q4	$369K	Hold	15,000	–	–	0.15%	48
2018 Q3	$343K	Hold	15,000	–	–	0.12%	62
2018 Q2	$361K	Hold	15,000	–	–	0.14%	56
2018 Q1	$382K	Hold	15,000	–	–	0.15%	55
2017 Q4	$375K	Hold	15,000	–	–	0.15%	52
2017 Q3	$369K	Hold	15,000	–	–	0.16%	46
2017 Q2	$358K	Hold	15,000	–	–	0.18%	39
2017 Q1	$360K	Hold	15,000	–	–	0.19%	37
2016 Q4	$332K	Hold	15,000	–	–	0.19%	33
2016 Q3	$381K	Hold	15,000	–	–	0.25%	32
2016 Q2	$383K	Hold	15,000	–	–	0.27%	31
2016 Q1	$356K	Hold	15,000	–	–	0.27%	33
2015 Q4	$307K	Hold	15,000	–	–	0.25%	34
2015 Q3	$323K	Hold	15,000	–	–	0.3%	31
2015 Q2	$340K	Hold	15,000	–	–	0.29%	32
2015 Q1	$344K	Hold	15,000	–	–	0.3%	33
2014 Q4	$343K	Hold	15,000	–	–	0.32%	35
2014 Q3	$351K	Hold	15,000	–	–	0.32%	41
2014 Q2	$386K	Sell	15,000 -7,000	-32%	-$175K	0.34%	39
2014 Q1	$550K	Hold	22,000	–	–	0.49%	28
2013 Q4	$514K	Buy	+22,000	New	+$543K	0.43%	31

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Tarbox Family Office held its iShares Gold Trust (IAU) position steady in Q1 2026 at 15,077 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #33.

Tarbox Family Office first reported a position in IAU in Q4 2013 and has held it in 50 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Tarbox Family Office held 15,077 shares of iShares Gold Trust worth $1.33M as of Q1 2026.
Tarbox Family Office left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.22% of Tarbox Family Office's portfolio in Q1 2026, its #33 holding.
Tarbox Family Office first reported a position in iShares Gold Trust in Q4 2013 and has held it in 50 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.