Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares Gold Trust IAU Stock Holding History

Bank Julius Baer & 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
Q1 		$32.8M Sell
371,707
-22,059
-6% -$2.02M 0.1% 122
2025
Q4 		$32M Buy
393,766
+207,420
+111% +$16.2M 0.09% 126
2025
Q3 		$13.6M Sell
186,346
-2,928
-2% -$191K 0.04% 171
2025
Q2 		$11.8M Sell
189,274
-43,222
-19% -$2.68M 0.04% 177
2025
Q1 		$13.7M Sell
232,496
-30,423
-12% -$1.65M 0.04% 171
2024
Q4 		$14.4M Buy
262,919
+10,200
+4% +$513K 0.04% 181
2024
Q3 		$14.9M Sell
252,719
-33,874
-12% -$1.59M 0.05% 159
2024
Q2 		$14M Buy
286,593
+93,525
+48% +$4.13M 0.05% 143
2024
Q1 		$8.11M Buy
193,068
+78,955
+69% +$3.1M 0.03% 179
2023
Q4 		$4.45M Sell
114,113
-234,543
-67% -$8.78M 0.02% 211
2023
Q3 		$12.2M Sell
348,656
-341,231
-49% -$12.5M 0.07% 139
2023
Q2 		$25.1M Sell
689,887
-258,145
-27% -$9.68M 0.15% 107
2023
Q1 		$35.4M Buy
948,032
+935,109
+7,236% +$33.6M 0.23% 100
2022
Q4 		$447K Sell
12,923
-211
-2% -$6.93K ﹤0.01% 351
2022
Q3 		$414K Sell
13,134
-893,895
-99% -$29.3M ﹤0.01% 348
2022
Q2 		$31.1M Buy
+907,029
New +$32.3M 0.22% 84
2022
Q1 		– Sell
-8,463
Closed -$295K – 678
2021
Q4 		$295K Sell
8,463
-13,572
-62% -$464K ﹤0.01% 488
2021
Q3 		$736K Sell
22,035
-301,489
-93% -$10.3M ﹤0.01% 373
2021
Q2 		$10.9M Buy
323,524
+232,420
+255% +$8.03M 0.07% 161
2021
Q1 		$2.96M Sell
91,104
-405,477
-82% -$13.9M 0.02% 232
2020
Q4 		$18M Buy
496,581
+36,505
+8% +$1.31M 0.15% 108
2020
Q3 		$16.6M Buy
460,076
+11,061
+2% +$404K 0.16% 97
2020
Q2 		$15.3M Sell
449,015
-55,826
-11% -$1.83M 0.18% 95
2020
Q1 		$15.2M Buy
+504,841
New +$15.3M 0.35% 70

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank Julius Baer & Co's IAU Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares Gold Trust (IAU) stake by 5.6% in Q1 2026, selling an estimated $2.02M and leaving 371,707 shares worth $32.8M. The position accounts for 0.1% of the portfolio, ranked #122.

Bank Julius Baer & Co first reported a position in IAU in Q1 2020 and has held it in 24 quarters since. The position peaked at $35.4M in Q1 2023. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bank Julius Baer & Co held 371,707 shares of iShares Gold Trust worth $32.8M as of Q1 2026.
  • Bank Julius Baer & Co sold 22,059 iShares Gold Trust shares in Q1 2026, an estimated $2.02M.
  • iShares Gold Trust made up 0.1% of Bank Julius Baer & Co's portfolio in Q1 2026, its #122 holding.
  • Bank Julius Baer & Co first reported a position in iShares Gold Trust in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's iShares Gold Trust position peaked at $35.4M in Q1 2023.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.