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Ascent Group’s iShares Gold Trust IAU Stock Holding History

Ascent Group’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 		$11.3M Buy
149,714
+14,268
+11% +$1.21M 0.34% 65
2026
Q1 		$11.9M Sell
135,446
-189,455
-58% -$17.4M 0.41% 53
2025
Q4 		$26.4M Sell
324,901
-14,017
-4% -$1.1M 0.9% 24
2025
Q3 		$24.7M Buy
338,918
+95,863
+39% +$6.25M 0.87% 24
2025
Q2 		$15.2M Sell
243,055
-13,317
-5% -$825K 0.59% 40
2025
Q1 		$15.1M Buy
256,372
+227,359
+784% +$12.3M 0.65% 28
2024
Q4 		$1.44M Buy
+29,013
New +$1.46M 0.11% 230

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

Ascent Group's IAU Position: Q2 2026 in Review

Ascent Group increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $1.21M and bringing the position to 149,714 shares worth $11.3M. The position accounts for 0.34% of the portfolio, ranked #65.

Ascent Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4M in Q4 2025. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ascent Group held 149,714 shares of iShares Gold Trust worth $11.3M as of Q2 2026.
  • Ascent Group bought 14,268 iShares Gold Trust shares in Q2 2026, an estimated $1.21M.
  • iShares Gold Trust made up 0.34% of Ascent Group's portfolio in Q2 2026, its #65 holding.
  • Ascent Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Ascent Group's iShares Gold Trust position peaked at $26.4M in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.