Winch Advisory Services’s iShares Gold Trust IAU Stock Holding History

Winch Advisory Services’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	$625K	Hold	8,275	–	–	0.13%	72
2026 Q1	$730K	Sell	8,275 -100	-1%	-$9.17K	0.17%	65
2025 Q4	$680K	Sell	8,375 -820	-9%	-$64.1K	0.15%	67
2025 Q3	$669K	Hold	9,195	–	–	0.15%	64
2025 Q2	$573K	Hold	9,195	–	–	0.14%	63
2025 Q1	$542K	Hold	9,195	–	–	0.14%	64
2024 Q4	$455K	Sell	9,195 -1,991	-18%	-$100K	0.12%	67
2024 Q3	$556K	Hold	11,186	–	–	0.15%	59
2024 Q2	$491K	Hold	11,186	–	–	0.14%	60
2024 Q1	$470K	Sell	11,186 -35,763	-76%	-$1.4M	0.14%	59
2023 Q4	$1.83M	Sell	46,949 -1,195	-2%	-$44.7K	0.61%	29
2023 Q3	$1.69M	Sell	48,144 -907	-2%	-$33.1K	0.62%	25
2023 Q2	$1.78M	Sell	49,051 -641	-1%	-$24K	0.64%	24
2023 Q1	$1.86M	Sell	49,692 -760	-2%	-$27.3K	0.72%	24
2022 Q4	$1.75M	Sell	50,452 -5,344	-10%	-$175K	0.74%	23
2022 Q3	$1.76M	Sell	55,796 -351	-0.6%	-$11.5K	0.76%	22
2022 Q2	$1.93M	Sell	56,147 -1,083	-2%	-$38.5K	0.79%	22
2022 Q1	$2.11M	Buy	57,230 +5,085	+10%	+$182K	0.73%	24
2021 Q4	$1.81M	Sell	52,145 -8,568	-14%	-$293K	0.6%	31
2021 Q3	$2.03M	Sell	60,713 -383	-0.6%	-$13K	0.71%	28
2021 Q2	$2.06M	Sell	61,096 -304	-0.5%	-$10.5K	0.74%	29
2021 Q1	$2M	Sell	61,400 -732	-1%	-$25K	0.8%	30
2020 Q4	$2.25M	Buy	62,132 +43,443	+232%	+$1.55M	0.94%	27
2020 Q3	$672K	Buy	18,689 +18,589	+18,589%	+$679K	0.28%	40
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	298
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	255
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	293
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	272
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	314
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	319
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	294
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	278
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	286
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	249
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	241
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	252
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	269
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	247
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	229
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	217
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	211
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	199
2015 Q4	$2K	Buy	+100	New	+$2.13K	﹤0.01%	215

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

Winch Advisory Services's IAU Position: Q2 2026 in Review

Winch Advisory Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 8,275 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #72.

Winch Advisory Services first reported a position in IAU in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.25M in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Winch Advisory Services held 8,275 shares of iShares Gold Trust worth $625K as of Q2 2026.
Winch Advisory Services left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.13% of Winch Advisory Services's portfolio in Q2 2026, its #72 holding.
Winch Advisory Services first reported a position in iShares Gold Trust in Q4 2015 and has held it in 43 quarters since.
Winch Advisory Services's iShares Gold Trust position peaked at $2.25M in Q4 2020.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.