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American Trust’s iShares Gold Trust IAU Stock Holding History

American Trust’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 		$822K Sell
10,881
-12,492
-53% -$1.06M 0.06% 122
2026
Q1 		$2.06M Sell
23,373
-15,073
-39% -$1.38M 0.18% 71
2025
Q4 		$3.12M Sell
38,446
-25,406
-40% -$1.99M 0.26% 59
2025
Q3 		$4.65M Buy
63,852
+676
+1% +$44.1K 0.39% 41
2025
Q2 		$3.94M Buy
+63,176
New +$3.91M 0.37% 49
2025
Q1 		– Sell
-36,348
Closed -$1.8M – 192
2024
Q4 		$1.8M Buy
+36,348
New +$1.83M 0.14% 94
2024
Q1 		– Sell
-8,730
Closed -$341K – 295
2023
Q4 		$341K Sell
8,730
-3,211
-27% -$120K 0.03% 189
2023
Q3 		$418K Sell
11,941
-6,607
-36% -$241K 0.03% 169
2023
Q2 		$675K Buy
18,548
+161
+0.9% +$6.04K 0.05% 176
2023
Q1 		$687K Buy
18,387
+2,339
+15% +$83.9K 0.05% 169
2022
Q4 		$555K Buy
16,048
+4,154
+35% +$136K 0.05% 198
2022
Q3 		$375K Buy
11,894
+390
+3% +$12.8K 0.03% 257
2022
Q2 		$244K Sell
11,504
-6,465
-36% -$230K 0.02% 356
2022
Q1 		$662K Buy
+17,969
New +$642K 0.04% 201

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

American Trust's IAU Position: Q2 2026 in Review

American Trust reduced its iShares Gold Trust (IAU) stake by 53% in Q2 2026, selling an estimated $1.06M and leaving 10,881 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #122.

American Trust first reported a position in IAU in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.65M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • American Trust held 10,881 shares of iShares Gold Trust worth $822K as of Q2 2026.
  • American Trust sold 12,492 iShares Gold Trust shares in Q2 2026, an estimated $1.06M.
  • iShares Gold Trust made up 0.06% of American Trust's portfolio in Q2 2026, its #122 holding.
  • American Trust first reported a position in iShares Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • American Trust's iShares Gold Trust position peaked at $4.65M in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.