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Birch Hill Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Birch Hill 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 		$804K Hold
10,652
– – 0.03% 127
2026
Q1 		$939K Buy
10,652
+1,000
+10% +$91.7K 0.04% 114
2025
Q4 		$783K Hold
9,652
– – 0.03% 125
2025
Q3 		$702K Buy
+9,652
New +$630K 0.03% 130

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Birch Hill Investment Advisors's IAU Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 10,652 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #127.

Birch Hill Investment Advisors first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $939K in Q1 2026. 1,327 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Birch Hill Investment Advisors held 10,652 shares of iShares Gold Trust worth $804K as of Q2 2026.
  • Birch Hill Investment Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Birch Hill Investment Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Birch Hill Investment Advisors's iShares Gold Trust position peaked at $939K in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.