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Townsend & Associates’s iShares Gold Trust IAU Stock Holding History

Townsend & Associates’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 		$9.73M Buy
129,101
+791
+0.6% +$67.1K 0.83% 42
2026
Q1 		$11.4M Sell
128,310
-33,588
-21% -$3.08M 0.99% 41
2025
Q4 		$14M Sell
161,898
-795
-0.5% -$62.2K 1.25% 36
2025
Q3 		$13M Buy
162,693
+585
+0.4% +$38.2K 1.23% 38
2025
Q2 		$10.2M Sell
162,108
-58,291
-26% -$3.61M 1.01% 40
2025
Q1 		$14.2M Sell
220,399
-1,812
-0.8% -$98K 1.48% 31
2024
Q4 		$11.5M Sell
222,211
-1,542
-0.7% -$77.5K 1.18% 37
2024
Q3 		$11.5M Sell
223,753
-37,033
-14% -$1.73M 1.18% 37
2024
Q2 		$11.8M Sell
260,786
-2,573
-1% -$114K 1.3% 35
2024
Q1 		$11.6M Buy
263,359
+2,231
+0.9% +$87.5K 1.35% 35
2023
Q4 		$9.94M Buy
261,128
+2,790
+1% +$104K 1.24% 38
2023
Q3 		$9.82M Buy
258,338
+143,998
+126% +$5.25M 2.07% 11
2023
Q2 		$4.26M Buy
114,340
+56,677
+98% +$2.12M 1.1% 34
2023
Q1 		$2.17M Buy
57,663
+6,896
+14% +$247K 0.87% 44
2022
Q4 		$1.79M Buy
+50,767
New +$1.67M 0.88% 43

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Townsend & Associates's IAU Position: Q2 2026 in Review

Townsend & Associates increased its iShares Gold Trust (IAU) stake by 0.62% in Q2 2026, buying an estimated $67.1K and bringing the position to 129,101 shares worth $9.73M. The position accounts for 0.83% of the portfolio, ranked #42.

Townsend & Associates first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Townsend & Associates held 129,101 shares of iShares Gold Trust worth $9.73M as of Q2 2026.
  • Townsend & Associates bought 791 iShares Gold Trust shares in Q2 2026, an estimated $67.1K.
  • iShares Gold Trust made up 0.83% of Townsend & Associates's portfolio in Q2 2026, its #42 holding.
  • Townsend & Associates first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Townsend & Associates's iShares Gold Trust position peaked at $14.2M in Q1 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.