Valley Forge Investment Consultants’s iShares Gold Trust IAU Stock Holding History

Valley Forge Investment Consultants’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	-3,776	Closed	-$333K	–	87
2026 Q1	$333K	Buy	3,776 +54	+1%	+$4.95K	0.1%	61
2025 Q4	$302K	Sell	3,722 -3,336	-47%	-$261K	0.09%	63
2025 Q3	$514K	Hold	7,058	–	–	0.15%	52
2025 Q2	$440K	Sell	7,058 -1,112	-14%	-$68.9K	0.14%	52
2025 Q1	$482K	Buy	8,170 +3,722	+84%	+$201K	0.17%	47
2024 Q4	$220K	Hold	4,448	–	–	0.08%	71
2024 Q3	$221K	Buy	+4,448	New	+$208K	0.08%	71
2024 Q2	–	Sell	-4,969	Closed	-$209K	–	84
2024 Q1	$209K	Buy	+4,969	New	+$195K	0.08%	73
2023 Q3	–	Sell	-5,722	Closed	-$208K	–	81
2023 Q2	$208K	Buy	5,722 +15	+0.3%	+$562	0.1%	58
2023 Q1	$213K	Buy	+5,707	New	+$205K	0.11%	56
2021 Q3	–	Sell	-7,036	Closed	-$237K	–	79
2021 Q2	$237K	Buy	+7,036	New	+$243K	0.13%	65

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

Valley Forge Investment Consultants's IAU Position: Q2 2026 in Review

Valley Forge Investment Consultants sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,776 shares — an estimated $333K sold.

Valley Forge Investment Consultants first reported a position in IAU in Q2 2021 and held it in 11 quarters. The position peaked at $514K in Q3 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Valley Forge Investment Consultants reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Valley Forge Investment Consultants sold 3,776 iShares Gold Trust shares in Q2 2026, an estimated $333K.
Valley Forge Investment Consultants first reported a position in iShares Gold Trust in Q2 2021 and held it in 11 quarters.
Valley Forge Investment Consultants's iShares Gold Trust position peaked at $514K in Q3 2025.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.