Blue Trust Inc
IAU icon

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
Q3 		$35.5M Sell
455,133
-5,410
-1% -$434K 0.37% 31
2026
Q2 		$34.8M Sell
460,543
-9,866
-2% -$837K 0.36% 33
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Blue Trust Inc's IAU Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares Gold Trust (IAU) stake by 1.2% in Q3 2026, selling an estimated $434K and leaving 455,133 shares worth $35.5M. The position accounts for 0.37% of the portfolio, ranked #31.

Blue Trust Inc first reported a position in IAU in Q2 2022 and has held it in 18 quarters since. The position peaked at $140M in Q2 2022. 857 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Blue Trust Inc held 455,133 shares of iShares Gold Trust worth $35.5M as of Q3 2026.
  • Blue Trust Inc sold 5,410 iShares Gold Trust shares in Q3 2026, an estimated $434K.
  • iShares Gold Trust made up 0.37% of Blue Trust Inc's portfolio in Q3 2026, its #31 holding.
  • Blue Trust Inc first reported a position in iShares Gold Trust in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares Gold Trust position peaked at $140M in Q2 2022.
  • 857 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.