Tennessee Valley Asset Management Partners’s iShares Gold Trust IAU Stock Holding History

Tennessee Valley Asset Management Partners’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	$3.89M	Buy	51,572 +2,016	+4%	+$171K	0.43%	41
2026 Q1	$4.37M	Sell	49,556 -95,472	-66%	-$8.76M	0.58%	28
2025 Q4	$11.8M	Buy	145,028 +1,477	+1%	+$116K	1.53%	12
2025 Q3	$10.4M	Buy	+143,551	New	+$9.36M	1.42%	13
2025 Q2	–	Sell	-156,988	Closed	-$9.26M	–	108
2025 Q1	$9.26M	Buy	+156,988	New	+$8.49M	1.51%	11
2024 Q1	–	Sell	-2,904	Closed	-$113K	–	391
2023 Q4	$113K	Buy	+2,904	New	+$109K	0.02%	161

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 22.9% 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

Tennessee Valley Asset Management Partners's IAU Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Gold Trust (IAU) stake by 4.1% in Q2 2026, buying an estimated $171K and bringing the position to 51,572 shares worth $3.89M. The position accounts for 0.43% of the portfolio, ranked #41.

Tennessee Valley Asset Management Partners first reported a position in IAU in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.8M in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tennessee Valley Asset Management Partners held 51,572 shares of iShares Gold Trust worth $3.89M as of Q2 2026.
Tennessee Valley Asset Management Partners bought 2,016 iShares Gold Trust shares in Q2 2026, an estimated $171K.
iShares Gold Trust made up 0.43% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #41 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 6 quarters since.
Tennessee Valley Asset Management Partners's iShares Gold Trust position peaked at $11.8M in Q4 2025.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.