Battery Global Advisors’s iShares Gold Trust IAU Stock Holding History

Battery Global Advisors’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	$7.74M	Buy	102,542 +1,738	+2%	+$148K	3.88%	7
2026 Q1	$8.89M	Buy	100,804 +100,280	+19,137%	+$9.2M	4.77%	7
2025 Q4	$359K	Sell	524 -110,792	-100%	-$8.66M	0.17%	32
2025 Q3	$8.1M	Buy	111,316 +3,200	+3%	+$209K	3.81%	7
2025 Q2	$6.74M	Sell	108,116 -5,700	-5%	-$353K	3.32%	7
2025 Q1	$6.71M	Buy	113,816 +10,564	+10%	+$571K	3.74%	7
2024 Q4	$5.11M	Buy	103,252 +14,237	+16%	+$715K	2.73%	8
2024 Q3	$4.42M	Buy	89,015 +88,693	+27,544%	+$4.15M	2.4%	10
2024 Q2	$176K	Sell	322 -40,463	-99%	-$1.79M	0.12%	31
2024 Q1	$1.71M	Sell	40,785 -22,334	-35%	-$876K	1.39%	10
2023 Q4	$2.46M	Buy	+63,119	New	+$2.36M	1.89%	10

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

Battery Global Advisors's IAU Position: Q2 2026 in Review

Battery Global Advisors increased its iShares Gold Trust (IAU) stake by 1.7% in Q2 2026, buying an estimated $148K and bringing the position to 102,542 shares worth $7.74M. The position accounts for 3.88% of the portfolio, ranked #7.

Battery Global Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.89M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Battery Global Advisors held 102,542 shares of iShares Gold Trust worth $7.74M as of Q2 2026.
Battery Global Advisors bought 1,738 iShares Gold Trust shares in Q2 2026, an estimated $148K.
iShares Gold Trust made up 3.88% of Battery Global Advisors's portfolio in Q2 2026, its #7 holding.
Battery Global Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Battery Global Advisors's iShares Gold Trust position peaked at $8.89M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.