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Willis Johnson & Associates’s iShares Gold Trust IAU Stock Holding History

Willis Johnson & Associates’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
-3,140
Closed -$277K – 138
2026
Q1 		$277K Hold
3,140
– – 0.02% 157
2025
Q4 		$255K Buy
3,140
+65
+2% +$5.08K 0.02% 156
2025
Q3 		$224K Buy
+3,075
New +$201K 0.01% 167
2025
Q2 		– Sell
-4,149
Closed -$245K – 173
2025
Q1 		$245K Sell
4,149
-106
-2% -$5.73K 0.02% 136
2024
Q4 		$211K Sell
4,255
-152
-3% -$7.64K 0.02% 144
2024
Q3 		$219K Buy
+4,407
New +$206K 0.02% 155

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Willis Johnson & Associates's IAU Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,140 shares — an estimated $277K sold.

Willis Johnson & Associates first reported a position in IAU in Q3 2024 and held it in 6 quarters. The position peaked at $277K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 3,140 iShares Gold Trust shares in Q2 2026, an estimated $277K.
  • Willis Johnson & Associates first reported a position in iShares Gold Trust in Q3 2024 and held it in 6 quarters.
  • Willis Johnson & Associates's iShares Gold Trust position peaked at $277K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.