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Americana Partners’s iShares Gold Trust IAU Stock Holding History

Americana Partners’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 		$2.4M Buy
31,758
+1,699
+6% +$144K 0.05% 213
2026
Q1 		$2.65M Buy
30,059
+2,450
+9% +$225K 0.07% 190
2025
Q4 		$2.24M Buy
27,609
+390
+1% +$30.5K 0.06% 198
2025
Q3 		$1.98M Buy
27,219
+1,053
+4% +$68.7K 0.06% 196
2025
Q2 		$1.63M Buy
26,166
+2,158
+9% +$134K 0.06% 213
2025
Q1 		$1.42M Sell
24,008
-1,111
-4% -$60.1K 0.06% 196
2024
Q4 		$1.24M Buy
25,119
+158
+0.6% +$7.94K 0.05% 207
2024
Q3 		$1.24M Sell
24,961
-895
-3% -$41.9K 0.08% 176
2024
Q2 		$1.14M Sell
25,856
-968
-4% -$42.8K 0.09% 168
2024
Q1 		$1.13M Sell
26,824
-2,413
-8% -$94.6K 0.09% 170
2023
Q4 		$1.13M Buy
29,237
+1,132
+4% +$42.4K 0.11% 153
2023
Q3 		$1.17M Sell
28,105
-5,373
-16% -$196K 0.13% 139
2023
Q2 		$1.22M Buy
33,478
+1,148
+4% +$43K 0.16% 128
2023
Q1 		$1.21M Buy
32,330
+2,430
+8% +$87.2K 0.19% 116
2022
Q4 		$1.03M Sell
29,900
-5,685
-16% -$187K 0.18% 117
2022
Q3 		$1.12M Sell
35,585
-487
-1% -$16K 0.2% 109
2022
Q2 		$1.21M Buy
36,072
+2,285
+7% +$81.3K 0.22% 100
2022
Q1 		$1.24M Sell
33,787
-25,752
-43% -$920K 0.38% 60
2021
Q4 		$2.07M Sell
59,539
-14,894
-20% -$509K 0.38% 74
2021
Q3 		$2.49M Buy
74,433
+6,606
+10% +$225K 0.6% 42
2021
Q2 		$2.15M Buy
67,827
+8,380
+14% +$290K 1.09% 21
2021
Q1 		$1.91M Sell
59,447
-2,203
-4% -$75.3K 1.18% 19
2020
Q4 		$2.23M Sell
61,650
-588
-0.9% -$21K 1.72% 11
2020
Q3 		$2.24M Buy
62,238
+24,111
+63% +$880K 2.04% 8
2020
Q2 		$1.29M Buy
+38,127
New +$1.25M 0.97% 26

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

Americana Partners's IAU Position: Q2 2026 in Review

Americana Partners increased its iShares Gold Trust (IAU) stake by 5.7% in Q2 2026, buying an estimated $144K and bringing the position to 31,758 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #213.

Americana Partners first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.65M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Americana Partners held 31,758 shares of iShares Gold Trust worth $2.4M as of Q2 2026.
  • Americana Partners bought 1,699 iShares Gold Trust shares in Q2 2026, an estimated $144K.
  • iShares Gold Trust made up 0.05% of Americana Partners's portfolio in Q2 2026, its #213 holding.
  • Americana Partners first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Americana Partners's iShares Gold Trust position peaked at $2.65M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.