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Ameritas Advisory Services’s iShares Gold Trust IAU Stock Holding History

Ameritas Advisory Services’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 		$8.83M Buy
116,916
+63,844
+120% +$5.42M 0.18% 110
2026
Q1 		$4.68M Sell
53,072
-2,593
-5% -$238K 0.18% 116
2025
Q4 		$4.52M Sell
55,665
-21,769
-28% -$1.7M 0.17% 121
2025
Q3 		$5.63M Buy
77,434
+23,035
+42% +$1.5M 0.37% 53
2025
Q2 		$3.39M Buy
54,399
+7,780
+17% +$482K 0.18% 121
2025
Q1 		$2.37M Sell
46,619
-10,770
-19% -$583K 0.1% 203
2024
Q4 		$2.84M Buy
57,389
+24,653
+75% +$1.24M 0.1% 194
2024
Q3 		$1.63M Sell
32,736
-10,713
-25% -$501K 0.07% 274
2024
Q2 		$1.91M Buy
43,449
+2,717
+7% +$120K 0.07% 261
2024
Q1 		$1.75M Buy
40,732
+15,232
+60% +$597K 0.07% 259
2023
Q4 		$979K Sell
25,500
-17,303
-40% -$647K 0.05% 290
2023
Q3 		$1.55M Buy
42,803
+19,001
+80% +$693K 0.08% 243
2023
Q2 		$868K Sell
23,802
-18,303
-43% -$686K 0.11% 207
2023
Q1 		$1.58M Sell
42,105
-5,648
-12% -$203K 0.08% 231
2022
Q4 		$1.65M Buy
47,753
+278
+0.6% +$9.13K 0.08% 249
2022
Q3 		$1.5M Buy
47,475
+1,522
+3% +$49.9K 0.09% 220
2022
Q2 		$1.58M Buy
45,953
+10,666
+30% +$379K 0.09% 216
2022
Q1 		$1.3M Buy
35,287
+1,434
+4% +$51.2K 0.05% 284
2021
Q4 		$1.18M Buy
+33,853
New +$1.16M 0.04% 307

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

Ameritas Advisory Services's IAU Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Gold Trust (IAU) stake by 120% in Q2 2026, buying an estimated $5.42M and bringing the position to 116,916 shares worth $8.83M. The position accounts for 0.18% of the portfolio, ranked #110.

Ameritas Advisory Services first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ameritas Advisory Services held 116,916 shares of iShares Gold Trust worth $8.83M as of Q2 2026.
  • Ameritas Advisory Services bought 63,844 iShares Gold Trust shares in Q2 2026, an estimated $5.42M.
  • iShares Gold Trust made up 0.18% of Ameritas Advisory Services's portfolio in Q2 2026, its #110 holding.
  • Ameritas Advisory Services first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.