Tred Avon Family Wealth’s iShares Gold Trust IAU Stock Holding History

Tred Avon Family Wealth’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	–	Sell	-4,240	Closed	-$374K	–	267
2026 Q1	$374K	Hold	4,240	–	–	0.12%	202
2025 Q4	$344K	Sell	4,240 -60	-1%	-$4.69K	0.11%	199
2025 Q3	$313K	Buy	+4,300	New	+$281K	0.11%	203

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

Tred Avon Family Wealth's IAU Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 4,240 shares — an estimated $374K sold.

Tred Avon Family Wealth first reported a position in IAU in Q3 2025 and held it in 3 quarters. The position peaked at $374K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tred Avon Family Wealth reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Tred Avon Family Wealth sold 4,240 iShares Gold Trust shares in Q2 2026, an estimated $374K.
Tred Avon Family Wealth first reported a position in iShares Gold Trust in Q3 2025 and held it in 3 quarters.
Tred Avon Family Wealth's iShares Gold Trust position peaked at $374K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.