BBA
IAU icon

BLB&B Advisors’s iShares Gold Trust IAU Stock Holding History

BLB&B 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 		$340K Sell
4,502
-2,932
-39% -$249K 0.01% 226
2026
Q1 		$655K Buy
7,434
+955
+15% +$87.6K 0.03% 163
2025
Q4 		$526K Buy
6,479
+606
+10% +$47.4K 0.02% 184
2025
Q3 		$427K Sell
5,873
-40
-0.7% -$2.61K 0.02% 192
2025
Q2 		$369K Sell
5,913
-4,877
-45% -$302K 0.02% 201
2025
Q1 		$636K Buy
10,790
+5,710
+112% +$309K 0.03% 164
2024
Q4 		$252K Buy
+5,080
New +$255K 0.01% 238

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

BLB&B Advisors's IAU Position: Q2 2026 in Review

BLB&B Advisors reduced its iShares Gold Trust (IAU) stake by 39% in Q2 2026, selling an estimated $249K and leaving 4,502 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #226.

BLB&B Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BLB&B Advisors held 4,502 shares of iShares Gold Trust worth $340K as of Q2 2026.
  • BLB&B Advisors sold 2,932 iShares Gold Trust shares in Q2 2026, an estimated $249K.
  • iShares Gold Trust made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #226 holding.
  • BLB&B Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • BLB&B Advisors's iShares Gold Trust position peaked at $655K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.