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Benchmark Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Benchmark Investment 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 		$531K Sell
7,036
-1,594
-18% -$135K 0.23% 51
2026
Q1 		$761K Buy
+8,630
New +$792K 0.44% 43
2025
Q3 		$533K Buy
+7,320
New +$478K 0.31% 55
2025
Q1 		$434K Sell
7,355
-190
-3% -$10.3K 0.28% 65
2024
Q4 		$374K Sell
7,545
-70
-0.9% -$3.52K 0.24% 66
2024
Q3 		$378K Sell
7,615
-585
-7% -$27.4K 0.27% 64
2024
Q2 		$360K Sell
8,200
-320
-4% -$14.1K 0.26% 66
2024
Q1 		$358K Sell
8,520
-250
-3% -$9.8K 0.28% 70
2023
Q4 		$342K Sell
8,770
-437
-5% -$16.4K 0.32% 66
2023
Q3 		$322K Sell
9,207
-9,523
-51% -$348K 0.33% 69
2023
Q2 		$682K Sell
18,730
-7,656
-29% -$287K 0.63% 45
2023
Q1 		$986K Sell
26,386
-7,130
-21% -$256K 1.01% 34
2022
Q4 		$1.16M Sell
33,516
-5,337
-14% -$175K 1.22% 28
2022
Q3 		$1.23M Buy
38,853
+7,520
+24% +$246K 1.32% 25
2022
Q2 		$1.07M Buy
31,333
+1,425
+5% +$50.7K 1.12% 28
2022
Q1 		$1.1M Sell
29,908
-416
-1% -$14.9K 0.83% 36
2021
Q4 		$1.06M Buy
+30,324
New +$1.04M 0.87% 37

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

Benchmark Investment Advisors's IAU Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2026, selling an estimated $135K and leaving 7,036 shares worth $531K. The position accounts for 0.23% of the portfolio, ranked #51.

Benchmark Investment Advisors first reported a position in IAU in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.23M in Q3 2022. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Benchmark Investment Advisors held 7,036 shares of iShares Gold Trust worth $531K as of Q2 2026.
  • Benchmark Investment Advisors sold 1,594 iShares Gold Trust shares in Q2 2026, an estimated $135K.
  • iShares Gold Trust made up 0.23% of Benchmark Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Benchmark Investment Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Benchmark Investment Advisors's iShares Gold Trust position peaked at $1.23M in Q3 2022.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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