Anderson Hoagland & Co’s iShares Gold Trust IAU Stock Holding History

Anderson Hoagland & Co’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	$58.1M	Sell	769,660 -37,920	-5%	-$3.22M	4.56%	2
2026 Q1	$71.2M	Sell	807,580 -9,802	-1%	-$899K	6.12%	1
2025 Q4	$66.3M	Buy	817,382 +5,783	+0.7%	+$452K	5.71%	1
2025 Q3	$59.1M	Buy	811,599 +69,283	+9%	+$4.52M	5.3%	1
2025 Q2	$46.3M	Buy	742,316 +76,019	+11%	+$4.71M	4.42%	2
2025 Q1	$37.5M	Buy	666,297 +34,632	+5%	+$1.87M	4.45%	2
2024 Q4	$32.2M	Buy	631,665 +55,460	+10%	+$2.79M	3.31%	7
2024 Q3	$28.9M	Buy	576,205 +131,579	+30%	+$6.16M	2.94%	9
2024 Q2	$19.9M	Buy	+444,626	New	+$19.6M	2.08%	14

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Anderson Hoagland & Co's IAU Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares Gold Trust (IAU) stake by 4.7% in Q2 2026, selling an estimated $3.22M and leaving 769,660 shares worth $58.1M. The position accounts for 4.56% of the portfolio, ranked #2.

Anderson Hoagland & Co first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.2M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Anderson Hoagland & Co held 769,660 shares of iShares Gold Trust worth $58.1M as of Q2 2026.
Anderson Hoagland & Co sold 37,920 iShares Gold Trust shares in Q2 2026, an estimated $3.22M.
iShares Gold Trust made up 4.56% of Anderson Hoagland & Co's portfolio in Q2 2026, its #2 holding.
Anderson Hoagland & Co first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Anderson Hoagland & Co's iShares Gold Trust position peaked at $71.2M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.