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Blue Trust Inc’s iShares Gold Trust IAU Stock Holding History

Blue Trust Inc’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
Q1 		$41.5M Sell
470,409
-50,680
-10% -$4.65M 0.47% 31
2025
Q4 		$42.3M Sell
521,089
-231
-0% -$18.1K 0.48% 29
2025
Q3 		$37.9M Buy
521,320
+15,679
+3% +$1.02M 0.43% 30
2025
Q2 		$31.5M Sell
505,641
-22,846
-4% -$1.42M 0.37% 34
2025
Q1 		$31.2M Buy
528,487
+57,561
+12% +$3.11M 0.4% 33
2024
Q4 		$23.3M Sell
470,926
-5,547
-1% -$279K 0.3% 35
2024
Q3 		$20.9M Sell
476,473
-19,579
-4% -$916K 0.27% 35
2024
Q2 		$20.8M Buy
496,052
+8,660
+2% +$383K 0.29% 34
2024
Q1 		$20.5M Sell
487,392
-155,401
-24% -$6.09M 0.29% 34
2023
Q4 		$22.5M Sell
642,793
-278,287
-30% -$10.4M 0.36% 30
2023
Q3 		$33.5M Sell
921,080
-165,857
-15% -$6.05M 0.51% 28
2023
Q2 		$40.6M Sell
1,086,937
-356,692
-25% -$13.4M 0.64% 28
2023
Q1 		$49.9M Sell
1,443,629
-762,252
-35% -$27.4M 0.82% 24
2022
Q4 		$69.6M Sell
2,205,881
-1,631,570
-43% -$53.6M 1.24% 24
2022
Q3 		$132M Buy
3,837,451
+43,710
+1% +$1.43M 2.31% 16
2022
Q2 		$140M Buy
+3,793,741
New +$135M 2.17% 19

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Blue Trust Inc's IAU Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares Gold Trust (IAU) stake by 9.7% in Q1 2026, selling an estimated $4.65M and leaving 470,409 shares worth $41.5M. The position accounts for 0.47% of the portfolio, ranked #31.

Blue Trust Inc first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $140M in Q2 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Blue Trust Inc held 470,409 shares of iShares Gold Trust worth $41.5M as of Q1 2026.
  • Blue Trust Inc sold 50,680 iShares Gold Trust shares in Q1 2026, an estimated $4.65M.
  • iShares Gold Trust made up 0.47% of Blue Trust Inc's portfolio in Q1 2026, its #31 holding.
  • Blue Trust Inc first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares Gold Trust position peaked at $140M in Q2 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.