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Trust Company’s iShares Gold Trust IAU Stock Holding History

Trust Company’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 		$32.2K Buy
426
+100
+31% +$8.49K ﹤0.01% 336
2026
Q1 		$28.7K Hold
326
– – ﹤0.01% 351
2025
Q4 		$26.5K Hold
326
– – ﹤0.01% 354
2025
Q3 		$23.7K Hold
326
– – ﹤0.01% 270
2025
Q2 		$20.3K Hold
326
– – ﹤0.01% 275
2025
Q1 		$19.2K Hold
326
– – ﹤0.01% 291
2024
Q4 		$16.1K Hold
326
– – ﹤0.01% 296
2024
Q3 		$16.2K Buy
+326
New +$15.3K ﹤0.01% 269
2023
Q3 		– Sell
-1,040
Closed -$37.8K – 323
2023
Q2 		$37.8K Hold
1,040
– – 0.01% 207
2023
Q1 		$38.9K Buy
+1,040
New +$37.3K 0.01% 198
2020
Q3 		– Sell
-1,535
Closed -$52K – 326
2020
Q2 		$52K Hold
1,535
– – 0.05% 149
2020
Q1 		$46K Hold
1,535
– – 0.05% 145
2019
Q4 		$45K Buy
+1,535
New +$43.5K 0.04% 154
2016
Q4 		– Sell
-195
Closed -$5K – 387
2016
Q3 		$5K Buy
+195
New +$5.02K ﹤0.01% 337

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Trust Company's IAU Position: Q2 2026 in Review

Trust Company increased its iShares Gold Trust (IAU) stake by 31% in Q2 2026, buying an estimated $8.49K and bringing the position to 426 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Trust Company first reported a position in IAU in Q3 2016 and has held it in 14 quarters since. The position peaked at $52K in Q2 2020. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Trust Company held 426 shares of iShares Gold Trust worth $32.2K as of Q2 2026.
  • Trust Company bought 100 iShares Gold Trust shares in Q2 2026, an estimated $8.49K.
  • iShares Gold Trust made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #336 holding.
  • Trust Company first reported a position in iShares Gold Trust in Q3 2016 and has held it in 14 quarters since.
  • Trust Company's iShares Gold Trust position peaked at $52K in Q2 2020.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.