Bank of Montreal
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Bank of Montreal’s iShares Gold Trust IAU Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-5,444,800
Closed -$243M – 4025
2024
Q2 		$243M Buy
+5,444,800
New +$241M 0.07% 150

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 22.9% 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

Bank of Montreal's IAU Position: Q2 2026 in Review

Bank of Montreal reduced its iShares Gold Trust (IAU) stake by 0.66% in Q2 2026, selling an estimated $240K and leaving 426,515 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #743.

Bank of Montreal first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $277M in Q2 2024. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bank of Montreal held 426,515 shares of iShares Gold Trust worth $32.2M as of Q2 2026.
  • Bank of Montreal sold 2,823 iShares Gold Trust shares in Q2 2026, an estimated $240K.
  • iShares Gold Trust made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #743 holding.
  • Bank of Montreal first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares Gold Trust position peaked at $277M in Q2 2024.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.