West Branch Capital’s iShares Gold Trust IAU Stock Holding History

West Branch Capital’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	$501K	Hold	6,630	–	–	0.12%	55
2026 Q1	$585K	Hold	6,630	–	–	0.16%	54
2025 Q4	$538K	Hold	6,630	–	–	0.14%	55
2025 Q3	$482K	Hold	6,630	–	–	0.13%	59
2025 Q2	$413K	Hold	6,630	–	–	0.12%	56
2025 Q1	$391K	Buy	6,630 +1,630	+33%	+$88.2K	0.13%	59
2024 Q4	$248K	Hold	5,000	–	–	0.08%	78
2024 Q3	$249K	Hold	5,000	–	–	0.09%	78
2024 Q2	$220K	Hold	5,000	–	–	0.08%	77
2024 Q1	$210K	Sell	5,000 -285	-5%	-$11.2K	0.08%	80
2023 Q4	$206K	Buy	5,285 +285	+6%	+$10.7K	0.1%	74
2023 Q3	$175K	Hold	5,000	–	–	0.09%	85
2023 Q2	$182K	Hold	5,000	–	–	0.09%	84
2023 Q1	$187K	Hold	5,000	–	–	0.1%	79
2022 Q4	$173K	Hold	5,000	–	–	0.11%	81
2022 Q3	$158K	Hold	5,000	–	–	0.1%	88
2022 Q2	$172K	Hold	5,000	–	–	0.1%	89
2022 Q1	$184K	Hold	5,000	–	–	0.09%	87
2021 Q4	$174K	Hold	5,000	–	–	0.07%	99
2021 Q3	$167K	Hold	5,000	–	–	0.08%	96
2021 Q2	$169K	Sell	5,000 -625	-11%	-$21.6K	0.08%	102
2021 Q1	$183K	Hold	5,625	–	–	0.11%	90
2020 Q4	$204K	Hold	5,625	–	–	0.12%	85
2020 Q3	$202K	Hold	5,625	–	–	0.13%	84
2020 Q2	$191K	Hold	5,625	–	–	0.13%	83
2020 Q1	$170K	Hold	5,625	–	–	0.16%	74
2019 Q4	$163K	Hold	5,625	–	–	0.11%	94
2019 Q3	$159K	Hold	5,625	–	–	0.12%	88
2019 Q2	$152K	Hold	5,625	–	–	0.13%	91
2019 Q1	$139K	Hold	5,625	–	–	0.12%	82
2018 Q4	$138K	Hold	5,625	–	–	0.15%	72
2018 Q3	$129K	Hold	5,625	–	–	0.1%	88
2018 Q2	$135K	Hold	5,625	–	–	0.11%	88
2018 Q1	$143K	Buy	+5,625	New	+$144K	0.16%	70

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

West Branch Capital's IAU Position: Q2 2026 in Review

West Branch Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,630 shares worth $501K. The position accounts for 0.12% of the portfolio, ranked #55.

West Branch Capital first reported a position in IAU in Q1 2018 and has held it in 34 quarters since. The position peaked at $585K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

West Branch Capital held 6,630 shares of iShares Gold Trust worth $501K as of Q2 2026.
West Branch Capital left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.12% of West Branch Capital's portfolio in Q2 2026, its #55 holding.
West Branch Capital first reported a position in iShares Gold Trust in Q1 2018 and has held it in 34 quarters since.
West Branch Capital's iShares Gold Trust position peaked at $585K in Q1 2026.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.