Welch Group’s iShares Gold Trust IAU Stock Holding History

Welch Group’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	$278K	Buy	3,679 +4	+0.1%	+$340	0.01%	257
2026 Q1	$324K	Buy	3,675 +14	+0.4%	+$1.28K	0.01%	230
2025 Q4	$297K	Buy	+3,661	New	+$286K	0.01%	240
2016 Q4	–	Sell	-4,947	Closed	-$126K	–	141
2016 Q3	$126K	Buy	+4,947	New	+$127K	0.03%	121
2015 Q2	–	Sell	-8,150	Closed	-$187	–	148
2015 Q1	$187	Hold	8,150	–	–	0.03%	114
2014 Q4	$186K	Hold	8,150	–	–	0.04%	110
2014 Q3	$191K	Hold	8,150	–	–	0.04%	103
2014 Q2	$210K	Buy	+8,150	New	+$204K	0.04%	100
2014 Q1	–	Sell	-8,150	Closed	-$190K	–	126
2013 Q4	$190K	Buy	+8,150	New	+$201K	0.04%	98

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

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

Welch Group's IAU Position: Q2 2026 in Review

Welch Group increased its iShares Gold Trust (IAU) stake by 0.11% in Q2 2026, buying an estimated $340 and bringing the position to 3,679 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #257.

Welch Group first reported a position in IAU in Q4 2013 and has held it in 9 quarters since. The position peaked at $324K in Q1 2026. 855 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Welch Group held 3,679 shares of iShares Gold Trust worth $278K as of Q2 2026.
Welch Group bought 4 iShares Gold Trust shares in Q2 2026, an estimated $340.
iShares Gold Trust made up 0.01% of Welch Group's portfolio in Q2 2026, its #257 holding.
Welch Group first reported a position in iShares Gold Trust in Q4 2013 and has held it in 9 quarters since.
Welch Group's iShares Gold Trust position peaked at $324K in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.