Bay Harbor Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bay Harbor Wealth Management’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	$1.31M	Sell	17,341 -74	-0.4%	-$6.28K	0.3%	38
2026 Q1	$1.54M	Sell	17,415 -37,673	-68%	-$3.46M	0.4%	36
2025 Q4	$4.47M	Sell	55,088 -442	-0.8%	-$34.6K	1.17%	30
2025 Q3	$4.04M	Buy	55,530 +21,596	+64%	+$1.41M	1.09%	30
2025 Q2	$2.12M	Sell	33,934 -13,249	-28%	-$821K	0.61%	33
2025 Q1	$2.78M	Buy	47,183 +36,347	+335%	+$1.97M	0.88%	31
2024 Q4	$536K	Buy	+10,836	New	+$544K	0.17%	37
2022 Q2	–	Sell	-233	Closed	-$9K	–	196
2022 Q1	$9K	Buy	+233	New	+$8.32K	﹤0.01%	138

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

Bay Harbor Wealth Management's IAU Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.42% in Q2 2026, selling an estimated $6.28K and leaving 17,341 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #38.

Bay Harbor Wealth Management first reported a position in IAU in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.47M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bay Harbor Wealth Management held 17,341 shares of iShares Gold Trust worth $1.31M as of Q2 2026.
Bay Harbor Wealth Management sold 74 iShares Gold Trust shares in Q2 2026, an estimated $6.28K.
iShares Gold Trust made up 0.3% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #38 holding.
Bay Harbor Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 8 quarters since.
Bay Harbor Wealth Management's iShares Gold Trust position peaked at $4.47M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.