Tikvah Management’s iShares Gold Trust IAU Stock Holding History

Tikvah Management’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	$6.21M	Hold	82,230	–	–	1.89%	10
2026 Q1	$7.25M	Hold	82,230	–	–	2.25%	11
2025 Q4	$6.67M	Hold	82,230	–	–	1.78%	14
2025 Q3	$5.98M	Hold	82,230	–	–	1.77%	13
2025 Q2	$5.13M	Hold	82,230	–	–	1.65%	16
2025 Q1	$4.85M	Hold	82,230	–	–	1.65%	17
2024 Q4	$4.07M	Hold	82,230	–	–	1.11%	20
2024 Q3	$4.09M	Hold	82,230	–	–	1.27%	18
2024 Q2	$3.61M	Hold	82,230	–	–	1.18%	18
2024 Q1	$3.45M	Hold	82,230	–	–	1.08%	18
2023 Q4	$3.21M	Hold	82,230	–	–	1.1%	17
2023 Q3	$2.88M	Hold	82,230	–	–	1.03%	18
2023 Q2	$2.99M	Hold	82,230	–	–	1.02%	18
2023 Q1	$3.07M	Hold	82,230	–	–	1.26%	17
2022 Q4	$2.84M	Hold	82,230	–	–	1.36%	16
2022 Q3	$2.59M	Hold	82,230	–	–	1.2%	18
2022 Q2	$2.82M	Buy	82,230 +31,980	+64%	+$1.14M	1.22%	18
2022 Q1	$1.85M	Hold	50,250	–	–	0.59%	20
2021 Q4	$1.75M	Hold	50,250	–	–	0.49%	20
2021 Q3	$1.68M	Hold	50,250	–	–	0.45%	20
2021 Q2	$1.69M	Hold	50,250	–	–	0.47%	17
2021 Q1	$1.63M	Buy	+50,250	New	+$1.72M	0.46%	16

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

Tikvah Management's IAU Position: Q2 2026 in Review

Tikvah Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 82,230 shares worth $6.21M. The position accounts for 1.89% of the portfolio, ranked #10.

Tikvah Management first reported a position in IAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.25M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tikvah Management held 82,230 shares of iShares Gold Trust worth $6.21M as of Q2 2026.
Tikvah Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 1.89% of Tikvah Management's portfolio in Q2 2026, its #10 holding.
Tikvah Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 22 quarters since.
Tikvah Management's iShares Gold Trust position peaked at $7.25M in Q1 2026.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tikvah Management's 13F filing for Q2 2026, filed 13 Aug 2026.