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Bradley Foster & Sargent’s iShares Gold Trust IAU Stock Holding History

Bradley Foster & Sargent’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 		$4.78M Sell
63,355
-1,265
-2% -$107K 0.07% 163
2026
Q1 		$5.7M Sell
64,620
-2,811
-4% -$258K 0.09% 140
2025
Q4 		$5.47M Buy
67,431
+576
+0.9% +$45K 0.08% 150
2025
Q3 		$4.87M Sell
66,855
-70
-0.1% -$4.57K 0.07% 153
2025
Q2 		$4.17M Buy
66,925
+2,566
+4% +$159K 0.07% 170
2025
Q1 		$3.79M Hold
64,359
– – 0.06% 163
2024
Q4 		$3.19M Sell
64,359
-463
-0.7% -$23.3K 0.05% 174
2024
Q3 		$3.22M Sell
64,822
-2,231
-3% -$104K 0.05% 172
2024
Q2 		$2.95M Sell
67,053
-287
-0.4% -$12.7K 0.05% 176
2024
Q1 		$2.83M Buy
67,340
+3,661
+6% +$144K 0.05% 180
2023
Q4 		$2.49M Sell
63,679
-2,068
-3% -$77.4K 0.05% 183
2023
Q3 		$2.39M Hold
65,747
– – 0.05% 196
2023
Q2 		$2.39M Buy
65,747
+692
+1% +$25.9K 0.05% 196
2023
Q1 		$2.43M Buy
65,055
+28
+0% +$1K 0.06% 176
2022
Q4 		$2.25M Buy
65,027
+45,639
+235% +$1.5M 0.06% 172
2022
Q3 		$611K Sell
19,388
-21
-0.1% -$688 0.02% 288
2022
Q2 		$666K Buy
19,409
+2,871
+17% +$102K 0.02% 281
2022
Q1 		$609K Buy
+16,538
New +$591K 0.01% 325
2013
Q3 		– Sell
-14,165
Closed -$340K – 344
2013
Q2 		$340K Buy
+14,165
New +$390K 0.02% 257

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

Bradley Foster & Sargent's IAU Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares Gold Trust (IAU) stake by 2% in Q2 2026, selling an estimated $107K and leaving 63,355 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #163.

Bradley Foster & Sargent first reported a position in IAU in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.7M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bradley Foster & Sargent held 63,355 shares of iShares Gold Trust worth $4.78M as of Q2 2026.
  • Bradley Foster & Sargent sold 1,265 iShares Gold Trust shares in Q2 2026, an estimated $107K.
  • iShares Gold Trust made up 0.07% of Bradley Foster & Sargent's portfolio in Q2 2026, its #163 holding.
  • Bradley Foster & Sargent first reported a position in iShares Gold Trust in Q2 2013 and has held it in 19 quarters since.
  • Bradley Foster & Sargent's iShares Gold Trust position peaked at $5.7M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.