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AlTi Global’s iShares Gold Trust IAU Stock Holding History

AlTi Global’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 		$125M Buy
1,651,446
+84,457
+5% +$7.17M 2.58% 8
2026
Q1 		$138M Sell
1,566,989
-21,255
-1% -$1.95M 3% 9
2025
Q4 		$129M Buy
1,588,244
+63,182
+4% +$4.94M 2.76% 8
2025
Q3 		$111M Sell
1,525,062
-42,724
-3% -$2.79M 2.6% 9
2025
Q2 		$97.8M Buy
1,567,786
+19,544
+1% +$1.21M 2.45% 11
2025
Q1 		$91.3M Buy
1,548,242
+183,798
+13% +$9.94M 2.39% 11
2024
Q4 		$67.6M Buy
1,364,444
+87,311
+7% +$4.39M 1.63% 13
2024
Q3 		$63.5M Buy
1,277,133
+36,861
+3% +$1.73M 1.53% 14
2024
Q2 		$54.5M Buy
1,240,272
+62,911
+5% +$2.78M 1.46% 13
2024
Q1 		$49.5M Sell
1,177,361
-1,456
-0.1% -$57.1K 1.38% 12
2023
Q4 		$46M Buy
+1,178,817
New +$44.1M 1.41% 13

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

AlTi Global's IAU Position: Q2 2026 in Review

AlTi Global increased its iShares Gold Trust (IAU) stake by 5.4% in Q2 2026, buying an estimated $7.17M and bringing the position to 1,651,446 shares worth $125M. The position accounts for 2.58% of the portfolio, ranked #8.

AlTi Global first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $138M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • AlTi Global held 1,651,446 shares of iShares Gold Trust worth $125M as of Q2 2026.
  • AlTi Global bought 84,457 iShares Gold Trust shares in Q2 2026, an estimated $7.17M.
  • iShares Gold Trust made up 2.58% of AlTi Global's portfolio in Q2 2026, its #8 holding.
  • AlTi Global first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares Gold Trust position peaked at $138M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.