Winthrop Advisory Group’s iShares Gold Trust IAU Stock Holding History

Winthrop Advisory 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	$202K	Sell	2,681 -1,060	-28%	-$90K	0.01%	218
2026 Q1	$330K	Sell	3,741 -1,076	-22%	-$98.7K	0.03%	135
2025 Q4	$391K	Buy	+4,817	New	+$377K	0.03%	119
2019 Q4	–	Sell	-5,388	Closed	-$152K	–	103
2019 Q3	$152K	Hold	5,388	–	–	0.06%	93
2019 Q2	$145K	Hold	5,388	–	–	0.06%	84
2019 Q1	$134K	Sell	5,388 -211	-4%	-$5.27K	0.06%	91
2018 Q4	$138K	Buy	5,599 +211	+4%	+$4.97K	0.07%	83
2018 Q3	$123K	Sell	5,388 -600	-10%	-$13.9K	0.07%	86
2018 Q2	$144K	Buy	+5,988	New	+$150K	0.09%	78

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

Winthrop Advisory Group's IAU Position: Q2 2026 in Review

Winthrop Advisory Group reduced its iShares Gold Trust (IAU) stake by 28% in Q2 2026, selling an estimated $90K and leaving 2,681 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #218.

Winthrop Advisory Group first reported a position in IAU in Q2 2018 and has held it in 9 quarters since. The position peaked at $391K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Winthrop Advisory Group held 2,681 shares of iShares Gold Trust worth $202K as of Q2 2026.
Winthrop Advisory Group sold 1,060 iShares Gold Trust shares in Q2 2026, an estimated $90K.
iShares Gold Trust made up 0.01% of Winthrop Advisory Group's portfolio in Q2 2026, its #218 holding.
Winthrop Advisory Group first reported a position in iShares Gold Trust in Q2 2018 and has held it in 9 quarters since.
Winthrop Advisory Group's iShares Gold Trust position peaked at $391K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.