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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Tru Independence Asset Management 2's IAU Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,579 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #67.

Tru Independence Asset Management 2 first reported a position in IAU in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Tru Independence Asset Management 2 held 3,579 shares of iShares Gold Trust worth $316K as of Q1 2026.
Tru Independence Asset Management 2 left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.19% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #67 holding.
Tru Independence Asset Management 2 first reported a position in iShares Gold Trust in Q4 2020 and has held it in 11 quarters since.
Tru Independence Asset Management 2's iShares Gold Trust position peaked at $2.25M in Q1 2022.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.