Tru Independence Asset Management 2’s iShares Gold Trust IAU Stock Holding History

Tru Independence Asset Management 2’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	$1.27M	Buy	16,821 +13,242	+370%	+$1.12M	0.69%	37
2026 Q1	$316K	Hold	3,579	–	–	0.19%	67
2025 Q4	$291K	Hold	3,579	–	–	0.18%	71
2025 Q3	$260K	Hold	3,579	–	–	0.17%	76
2025 Q2	$223K	Hold	3,579	–	–	0.15%	82
2025 Q1	$211K	Buy	+3,579	New	+$194K	0.16%	83
2023 Q1	$1.77M	Buy	+47,283	New	+$1.7M	1.78%	23
2022 Q3	$1.52M	Sell	48,203 -5,507	-10%	-$180K	1.61%	15
2022 Q2	$1.84M	Sell	53,710 -7,522	-12%	-$268K	1.52%	15
2022 Q1	$2.25M	Buy	61,232 +28,538	+87%	+$1.02M	1.3%	17
2021 Q4	$1.14M	Buy	+32,694	New	+$1.12M	0.6%	37
2021 Q1	–	Sell	-702	Closed	-$25K	–	232
2020 Q4	$25K	Buy	+702	New	+$25.1K	0.02%	235

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

Tru Independence Asset Management 2's IAU Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares Gold Trust (IAU) stake by 370% in Q2 2026, buying an estimated $1.12M and bringing the position to 16,821 shares worth $1.27M. The position accounts for 0.69% of the portfolio, ranked #37.

Tru Independence Asset Management 2 first reported a position in IAU in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.25M in Q1 2022. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tru Independence Asset Management 2 held 16,821 shares of iShares Gold Trust worth $1.27M as of Q2 2026.
Tru Independence Asset Management 2 bought 13,242 iShares Gold Trust shares in Q2 2026, an estimated $1.12M.
iShares Gold Trust made up 0.69% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #37 holding.
Tru Independence Asset Management 2 first reported a position in iShares Gold Trust in Q4 2020 and has held it in 12 quarters since.
Tru Independence Asset Management 2's iShares Gold Trust position peaked at $2.25M in Q1 2022.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.