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Aberdeen Wealth Management’s iShares Gold Trust IAU Stock Holding History

Aberdeen Wealth Management’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 		$1.03M Sell
13,612
-1,100
-7% -$93.4K 0.49% 35
2026
Q1 		$1.3M Hold
14,712
– – 0.59% 31
2025
Q4 		$1.19M Sell
14,712
-200
-1% -$15.6K 0.55% 33
2025
Q3 		$1.09M Hold
14,912
– – 0.68% 35
2025
Q2 		$930K Hold
14,912
– – 0.62% 43
2025
Q1 		$879K Hold
14,912
– – 0.61% 45
2024
Q4 		$738K Hold
14,912
– – 0.51% 57
2024
Q3 		$741K Sell
14,912
-1,000
-6% -$46.8K 0.49% 62
2024
Q2 		$699K Hold
15,912
– – 0.47% 60
2024
Q1 		$668K Buy
15,912
+1,000
+7% +$39.2K 0.39% 71
2023
Q4 		$582K Sell
14,912
-1,000
-6% -$37.4K 0.42% 71
2023
Q3 		$557K Hold
15,912
– – 0.42% 65
2023
Q2 		$579K Hold
15,912
– – 0.42% 68
2023
Q1 		$595K Buy
15,912
+400
+3% +$14.4K 0.44% 64
2022
Q4 		$537K Hold
15,512
– – 0.4% 68
2022
Q3 		$489K Buy
15,512
+5,100
+49% +$167K 0.43% 69
2022
Q2 		$357K Buy
10,412
+400
+4% +$14.2K 0.28% 96
2022
Q1 		$369K Buy
+10,012
New +$358K 0.25% 105
2021
Q3 		– Sell
-9,424
Closed -$318K – 125
2021
Q2 		$318K Sell
9,424
-5,201
-36% -$180K 0.29% 106
2021
Q1 		$476K Hold
14,625
– – 0.38% 77
2020
Q4 		$530K Sell
14,625
-30
-0.2% -$1.07K 0.4% 70
2020
Q3 		$527K Hold
14,655
– – 0.5% 57
2020
Q2 		$498K Hold
14,655
– – 0.53% 62
2020
Q1 		$442K Buy
14,655
+200
+1% +$6.05K 0.54% 58
2019
Q4 		$419K Buy
+14,455
New +$410K 0.31% 80

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

Aberdeen Wealth Management's IAU Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its iShares Gold Trust (IAU) stake by 7.5% in Q2 2026, selling an estimated $93.4K and leaving 13,612 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #35.

Aberdeen Wealth Management first reported a position in IAU in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.3M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Aberdeen Wealth Management held 13,612 shares of iShares Gold Trust worth $1.03M as of Q2 2026.
  • Aberdeen Wealth Management sold 1,100 iShares Gold Trust shares in Q2 2026, an estimated $93.4K.
  • iShares Gold Trust made up 0.49% of Aberdeen Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Aberdeen Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • Aberdeen Wealth Management's iShares Gold Trust position peaked at $1.3M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.