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Badgley Phelps Wealth Managers’s iShares Gold Trust IAU Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.09M Buy
14,492
+830
+6% +$70.5K 0.02% 198
2026
Q1 		$1.2M Buy
13,662
+3,526
+35% +$323K 0.02% 193
2025
Q4 		$823K Buy
10,136
+624
+7% +$48.8K 0.02% 209
2025
Q3 		$692K Buy
9,512
+274
+3% +$17.9K 0.01% 207
2025
Q2 		$576K Hold
9,238
– – 0.01% 205
2025
Q1 		$545K Hold
9,238
– – 0.01% 209
2024
Q4 		$457K Buy
9,238
+4,632
+101% +$233K 0.01% 217
2024
Q3 		$229K Buy
+4,606
New +$216K 0.01% 275

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

Badgley Phelps Wealth Managers's IAU Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Gold Trust (IAU) stake by 6.1% in Q2 2026, buying an estimated $70.5K and bringing the position to 14,492 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #198.

Badgley Phelps Wealth Managers first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Badgley Phelps Wealth Managers held 14,492 shares of iShares Gold Trust worth $1.09M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 830 iShares Gold Trust shares in Q2 2026, an estimated $70.5K.
  • iShares Gold Trust made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #198 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Badgley Phelps Wealth Managers's iShares Gold Trust position peaked at $1.2M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.