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 Q3	$288K	Buy	3,683 +4	+0.1%	+$321	0.01%	262
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	-$187K	–	148
2015 Q1	$187K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Welch Group's IAU Position: Q3 2026 in Review

Welch Group increased its iShares Gold Trust (IAU) stake by 0.11% in Q3 2026, buying an estimated $321 and bringing the position to 3,683 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #262.

Welch Group first reported a position in IAU in Q4 2013 and has held it in 10 quarters since. The position peaked at $324K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Welch Group held 3,683 shares of iShares Gold Trust worth $288K as of Q3 2026.
Welch Group bought 4 iShares Gold Trust shares in Q3 2026, an estimated $321.
iShares Gold Trust made up 0.01% of Welch Group's portfolio in Q3 2026, its #262 holding.
Welch Group first reported a position in iShares Gold Trust in Q4 2013 and has held it in 10 quarters since.
Welch Group's iShares Gold Trust position peaked at $324K in Q1 2026.
1,279 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.