Betterment LLC
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Betterment LLC’s iShares Gold Trust IAU Stock Holding History

Betterment LLC’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 		$2.34M Buy
30,972
+4,417
+17% +$375K ﹤0.01% 243
2026
Q1 		$2.34M Buy
26,555
+4,175
+19% +$383K ﹤0.01% 229
2025
Q4 		$1.82M Buy
22,380
+4,051
+22% +$317K ﹤0.01% 241
2025
Q3 		$1.33M Buy
18,329
+8,603
+88% +$561K ﹤0.01% 267
2025
Q2 		$607K Buy
9,726
+436
+5% +$27K ﹤0.01% 328
2025
Q1 		$548K Sell
9,290
-1,731
-16% -$93.6K ﹤0.01% 327
2024
Q4 		$546K Buy
11,021
+199
+2% +$10K ﹤0.01% 312
2024
Q3 		$538K Sell
10,822
-890
-8% -$41.7K ﹤0.01% 302
2024
Q2 		$515K Buy
11,712
+1,222
+12% +$54K ﹤0.01% 282
2024
Q1 		$441K Buy
10,490
+1,445
+16% +$56.6K ﹤0.01% 272
2023
Q4 		$353K Buy
9,045
+966
+12% +$36.1K ﹤0.01% 261
2023
Q3 		$283K Buy
8,079
+526
+7% +$19.2K ﹤0.01% 263
2023
Q2 		$275K Buy
+7,553
New +$283K ﹤0.01% 256
2020
Q3 		– Sell
-6,601
Closed -$224K – 114
2020
Q2 		$224K Buy
+6,601
New +$216K ﹤0.01% 113

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

Betterment LLC's IAU Position: Q2 2026 in Review

Betterment LLC increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $375K and bringing the position to 30,972 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Betterment LLC first reported a position in IAU in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Betterment LLC held 30,972 shares of iShares Gold Trust worth $2.34M as of Q2 2026.
  • Betterment LLC bought 4,417 iShares Gold Trust shares in Q2 2026, an estimated $375K.
  • iShares Gold Trust made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #243 holding.
  • Betterment LLC first reported a position in iShares Gold Trust in Q2 2020 and has held it in 14 quarters since.
  • Betterment LLC's iShares Gold Trust position peaked at $2.34M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.