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Wormser Freres Gestion’s iShares Gold Trust IAU Stock Holding History

Wormser Freres Gestion’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 		$2.76M Buy
35,935
+715
+2% +$60.7K 1.56% 19
2026
Q1 		$3.1M Buy
35,220
+4,436
+14% +$407K 2.24% 17
2025
Q4 		$2.55M Sell
30,784
-3,744
-11% -$293K 1.45% 20
2025
Q3 		$2.5M Sell
34,528
-1,432
-4% -$93.4K 1.39% 22
2025
Q2 		$2.24M Buy
35,960
+257
+0.7% +$15.9K 1.33% 20
2025
Q1 		$2.08M Sell
35,703
-5,700
-14% -$308K 1.27% 24
2024
Q4 		$2.08M Buy
41,403
+3,192
+8% +$160K 1.24% 22
2024
Q3 		$1.91M Sell
38,211
-10,201
-21% -$477K 1.17% 22
2024
Q2 		$2.2M Buy
48,412
+3,162
+7% +$140K 1.43% 20
2024
Q1 		$1.97M Buy
45,250
+10,050
+29% +$394K 1.35% 20
2023
Q4 		$1.36M Buy
+35,200
New +$1.32M 1.1% 21

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wormser Freres Gestion's IAU Position: Q2 2026 in Review

Wormser Freres Gestion increased its iShares Gold Trust (IAU) stake by 2% in Q2 2026, buying an estimated $60.7K and bringing the position to 35,935 shares worth $2.76M. The position accounts for 1.56% of the portfolio, ranked #19.

Wormser Freres Gestion first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2026. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wormser Freres Gestion held 35,935 shares of iShares Gold Trust worth $2.76M as of Q2 2026.
  • Wormser Freres Gestion bought 715 iShares Gold Trust shares in Q2 2026, an estimated $60.7K.
  • iShares Gold Trust made up 1.56% of Wormser Freres Gestion's portfolio in Q2 2026, its #19 holding.
  • Wormser Freres Gestion first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Wormser Freres Gestion's iShares Gold Trust position peaked at $3.1M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.