True North Advisors’s iShares Gold Trust IAU Stock Holding History

True North Advisors’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	$6.62M	Buy	+87,616	New	+$7.44M	0.63%	34
2026 Q1	–	Sell	-101,817	Closed	-$8.26M	–	262
2025 Q4	$8.26M	Sell	101,817 -2,059	-2%	-$161K	1.07%	22
2025 Q3	$7.56M	Buy	103,876 +93,034	+858%	+$6.07M	1.2%	15
2025 Q2	$676K	Buy	10,842 +192	+2%	+$11.9K	0.13%	116
2025 Q1	$628K	Hold	10,650	–	–	0.11%	119
2024 Q4	$527K	Hold	10,650	–	–	0.12%	96
2024 Q3	$529K	Hold	10,650	–	–	0.14%	99
2024 Q2	$468K	Buy	+10,650	New	+$471K	0.13%	112
2024 Q1	–	Sell	-15,009	Closed	-$586K	–	206
2023 Q4	$586K	Buy	15,009 +970	+7%	+$36.3K	0.15%	92
2023 Q3	$491K	Sell	14,039 -4,210	-23%	-$154K	0.15%	112
2023 Q2	$664K	Hold	18,249	–	–	0.19%	102
2023 Q1	$682K	Buy	+18,249	New	+$655K	0.2%	110
2022 Q4	–	Sell	-13,599	Closed	-$428K	–	184
2022 Q3	$428K	Hold	13,599	–	–	0.14%	121
2022 Q2	$466K	Hold	13,599	–	–	0.15%	126
2022 Q1	$500K	Hold	13,599	–	–	0.13%	127
2021 Q4	$473K	Hold	13,599	–	–	0.08%	162
2021 Q3	$454K	Hold	13,599	–	–	0.09%	164
2021 Q2	$458K	Buy	+13,599	New	+$470K	0.1%	152
2021 Q1	–	Sell	-13,850	Closed	-$502K	–	207
2020 Q4	$502K	Buy	+13,850	New	+$496K	0.13%	121

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

True North Advisors's IAU Position: Q2 2026 in Review

True North Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 87,616 shares worth $6.62M. The stake represents 0.63% of the portfolio and ranks #34 among its holdings. This is a return to the name: True North Advisors previously reported a position in IAU as recently as Q4 2025.

True North Advisors first reported a position in IAU in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.26M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

True North Advisors held 87,616 shares of iShares Gold Trust worth $6.62M as of Q2 2026.
iShares Gold Trust was a new True North Advisors position in Q2 2026.
iShares Gold Trust made up 0.63% of True North Advisors's portfolio in Q2 2026, its #34 holding.
True North Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 19 quarters since.
True North Advisors's iShares Gold Trust position peaked at $8.26M in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.