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Addison Advisors’s iShares Gold Trust IAU Stock Holding History

Addison Advisors’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 		$55.7K Hold
737
– – 0.03% 240
2026
Q1 		$65K Hold
737
– – 0.01% 382
2025
Q4 		$59.8K Buy
+737
New +$57.6K 0.01% 393
2024
Q1 		– Sell
-117
Closed -$4.57K – 713
2023
Q4 		$4.57K Buy
117
+113
+2,825% +$4.23K ﹤0.01% 576
2023
Q3 		$140 Buy
4
+2
+100% +$73 ﹤0.01% 661
2023
Q2 		$73 Sell
2
-5
-71% -$187 ﹤0.01% 621
2023
Q1 		$262 Hold
7
– – ﹤0.01% 615
2022
Q4 		$242 Buy
+7
New +$230 ﹤0.01% 746
2022
Q2 		– Sell
-18
Closed -$1K – 718
2022
Q1 		$1K Buy
+18
New +$643 ﹤0.01% 637

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

Addison Advisors's IAU Position: Q2 2026 in Review

Addison Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 737 shares worth $55.7K. The position accounts for 0.03% of the portfolio, ranked #240.

Addison Advisors first reported a position in IAU in Q1 2022 and has held it in 9 quarters since. The position peaked at $65K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Addison Advisors held 737 shares of iShares Gold Trust worth $55.7K as of Q2 2026.
  • Addison Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #240 holding.
  • Addison Advisors first reported a position in iShares Gold Trust in Q1 2022 and has held it in 9 quarters since.
  • Addison Advisors's iShares Gold Trust position peaked at $65K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.