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Advisor OS’s iShares Gold Trust IAU Stock Holding History

Advisor OS’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 		$351K Sell
4,649
-1,245
-21% -$106K 0.02% 410
2026
Q1 		$520K Buy
5,894
+513
+10% +$47.1K 0.04% 288
2025
Q4 		$437K Sell
5,381
-263
-5% -$20.6K 0.04% 301
2025
Q3 		$411K Buy
5,644
+1,450
+35% +$94.6K 0.04% 295
2025
Q2 		$262K Buy
+4,194
New +$260K 0.03% 379

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

Advisor OS's IAU Position: Q2 2026 in Review

Advisor OS reduced its iShares Gold Trust (IAU) stake by 21% in Q2 2026, selling an estimated $106K and leaving 4,649 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #410.

Advisor OS first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $520K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Advisor OS held 4,649 shares of iShares Gold Trust worth $351K as of Q2 2026.
  • Advisor OS sold 1,245 iShares Gold Trust shares in Q2 2026, an estimated $106K.
  • iShares Gold Trust made up 0.02% of Advisor OS's portfolio in Q2 2026, its #410 holding.
  • Advisor OS first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Advisor OS's iShares Gold Trust position peaked at $520K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.