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Altman Advisors’s iShares Gold Trust IAU Stock Holding History

Altman 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 		$3.67M Sell
54,545
-9,455
-15% -$803K 1.32% 18
2026
Q1 		$4.3M Sell
64,000
-16,627
-21% -$1.53M 1.78% 12
2025
Q4 		$5.41M Sell
80,627
-5,856
-7% -$458K 2.04% 9
2025
Q3 		$5.38M Buy
86,483
+1,029
+1% +$67.1K 2.06% 10
2025
Q2 		$4.7M Buy
85,454
+321
+0.4% +$19.9K 1.92% 9
2025
Q1 		$4.66M Sell
85,133
-2,663
-3% -$144K 2.15% 8
2024
Q4 		$3.93M Buy
87,796
+7,852
+10% +$395K 1.67% 12
2024
Q3 		$3.97M Buy
79,944
+708
+0.9% +$33.1K 1.77% 9
2024
Q2 		$3.48M Buy
79,236
+555
+0.7% +$24.5K 1.98% 8
2024
Q1 		$3.34M Buy
78,681
+2,359
+3% +$92.5K 1.63% 10
2023
Q4 		$2.98M Sell
76,322
-1,517
-2% -$56.8K 1.56% 12
2023
Q3 		$2.72M Buy
+77,839
New +$2.84M 1.7% 9
2023
Q1 		$1.78M Sell
75,991
-2,010
-3% -$72.1K 1.63% 8
2022
Q4 		$2.78M Sell
78,001
-3,886
-5% -$128K 1.71% 15
2022
Q3 		$2.58M Sell
81,887
-4,954
-6% -$162K 1.63% 15
2022
Q2 		$2.9M Buy
86,841
+17,603
+25% +$626K 1.65% 14
2022
Q1 		$2.55M Buy
69,238
+1,066
+2% +$38.1K 1.32% 25
2021
Q4 		$2.38M Buy
68,172
+6,118
+10% +$209K 1.45% 29
2021
Q3 		$2.1M Buy
+62,054
New +$2.11M 1.17% 39

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

Altman Advisors's IAU Position: Q2 2026 in Review

Altman Advisors reduced its iShares Gold Trust (IAU) stake by 15% in Q2 2026, selling an estimated $803K and leaving 54,545 shares worth $3.67M. The position accounts for 1.32% of the portfolio, ranked #18.

Altman Advisors first reported a position in IAU in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Altman Advisors held 54,545 shares of iShares Gold Trust worth $3.67M as of Q2 2026.
  • Altman Advisors sold 9,455 iShares Gold Trust shares in Q2 2026, an estimated $803K.
  • iShares Gold Trust made up 1.32% of Altman Advisors's portfolio in Q2 2026, its #18 holding.
  • Altman Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • Altman Advisors's iShares Gold Trust position peaked at $5.41M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.