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 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 $1.37T 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

Valley Forge Investment Consultants's IAU Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its iShares Gold Trust (IAU) stake by 1.5% in Q1 2026, buying an estimated $4.95K and bringing the position to 3,776 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #61.

Valley Forge Investment Consultants first reported a position in IAU in Q2 2021 and has held it in 11 quarters since. The position peaked at $514K in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Valley Forge Investment Consultants held 3,776 shares of iShares Gold Trust worth $333K as of Q1 2026.
Valley Forge Investment Consultants bought 54 iShares Gold Trust shares in Q1 2026, an estimated $4.95K.
iShares Gold Trust made up 0.1% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #61 holding.
Valley Forge Investment Consultants first reported a position in iShares Gold Trust in Q2 2021 and has held it in 11 quarters since.
Valley Forge Investment Consultants's iShares Gold Trust position peaked at $514K in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.