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Woodmont Investment Counsel’s iShares Gold Trust IAU Stock Holding History

Woodmont Investment Counsel’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 		$392K Hold
5,187
– – 0.02% 224
2026
Q1 		$457K Hold
5,187
– – 0.03% 196
2025
Q4 		$421K Sell
5,187
-1,250
-19% -$97.8K 0.03% 199
2025
Q3 		$468K Hold
6,437
– – 0.03% 187
2025
Q2 		$401K Hold
6,437
– – 0.03% 217
2025
Q1 		$380K Hold
6,437
– – 0.03% 212
2024
Q4 		$319K Hold
6,437
– – 0.02% 223
2024
Q3 		$320K Sell
6,437
-963
-13% -$45.1K 0.02% 222
2024
Q2 		$325K Sell
7,400
-52
-0.7% -$2.3K 0.03% 205
2024
Q1 		$313K Buy
7,452
+881
+13% +$34.5K 0.03% 214
2023
Q4 		$256K Hold
6,571
– – 0.02% 221
2023
Q3 		$230K Hold
6,571
– – 0.02% 220
2023
Q2 		$239K Hold
6,571
– – 0.02% 217
2023
Q1 		$246K Buy
6,571
+52
+0.8% +$1.87K 0.03% 217
2022
Q4 		$225K Hold
6,519
– – 0.03% 232
2022
Q3 		$206K Hold
6,519
– – 0.03% 234
2022
Q2 		$224K Hold
6,519
– – 0.03% 227
2022
Q1 		$240K Hold
6,519
– – 0.03% 228
2021
Q4 		$227K Hold
6,519
– – 0.03% 203
2021
Q3 		$218K Buy
+6,519
New +$222K 0.03% 195
2021
Q2 		– Sell
-7,049
Closed -$229K – 205
2021
Q1 		$229K Buy
+7,049
New +$241K 0.04% 177
2016
Q1 		– Sell
-500
Closed -$10K – 536
2015
Q4 		$10K Hold
500
– – ﹤0.01% 425
2015
Q3 		$11K Sell
500
-1,050
-68% -$22.8K ﹤0.01% 421
2015
Q2 		$35K Buy
+1,550
New +$35.8K 0.01% 296

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodmont Investment Counsel's IAU Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,187 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #224.

Woodmont Investment Counsel first reported a position in IAU in Q2 2015 and has held it in 24 quarters since. The position peaked at $468K in Q3 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Woodmont Investment Counsel held 5,187 shares of iShares Gold Trust worth $392K as of Q2 2026.
  • Woodmont Investment Counsel left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #224 holding.
  • Woodmont Investment Counsel first reported a position in iShares Gold Trust in Q2 2015 and has held it in 24 quarters since.
  • Woodmont Investment Counsel's iShares Gold Trust position peaked at $468K in Q3 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.