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Bridgewater Advisors’s iShares Gold Trust IAU Stock Holding History

Bridgewater 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
Q1 		$381K Sell
4,323
-112
-3% -$10.3K 0.02% 312
2025
Q4 		$403K Sell
4,435
-38
-0.8% -$2.97K 0.03% 303
2025
Q3 		$335K Buy
4,473
+211
+5% +$13.8K 0.02% 325
2025
Q2 		$267K Buy
4,262
+24
+0.6% +$1.49K 0.02% 357
2025
Q1 		$265K Buy
+4,238
New +$229K 0.02% 336
2022
Q3 		– Sell
-7,609
Closed -$261K – 169
2022
Q2 		$261K Hold
7,609
– – 0.05% 196
2022
Q1 		$280K Sell
7,609
-350
-4% -$12.5K 0.07% 196
2021
Q4 		$277K Hold
7,959
– – 0.06% 207
2021
Q3 		$266K Sell
7,959
-249
-3% -$8.48K 0.07% 201
2021
Q2 		$277K Buy
+8,208
New +$284K 0.09% 193
2014
Q2 		$754K Hold
29,289
– – 0.63% 44
2014
Q1 		$729K Hold
29,289
– – 0.73% 41
2013
Q4 		$684K Buy
+29,289
New +$723K 0.7% 40

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

Bridgewater Advisors's IAU Position: Q1 2026 in Review

Bridgewater Advisors reduced its iShares Gold Trust (IAU) stake by 2.5% in Q1 2026, selling an estimated $10.3K and leaving 4,323 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #312.

Bridgewater Advisors first reported a position in IAU in Q4 2013 and has held it in 13 quarters since. The position peaked at $754K in Q2 2014. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bridgewater Advisors held 4,323 shares of iShares Gold Trust worth $381K as of Q1 2026.
  • Bridgewater Advisors sold 112 iShares Gold Trust shares in Q1 2026, an estimated $10.3K.
  • iShares Gold Trust made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #312 holding.
  • Bridgewater Advisors first reported a position in iShares Gold Trust in Q4 2013 and has held it in 13 quarters since.
  • Bridgewater Advisors's iShares Gold Trust position peaked at $754K in Q2 2014.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.