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Brinker Capital Investments’s iShares Gold Trust IAU Stock Holding History

Brinker Capital Investments’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 		$24M Sell
318,499
-22,684
-7% -$1.93M 0.18% 87
2026
Q1 		$30.1M Sell
341,183
-22,327
-6% -$2.05M 0.26% 67
2025
Q4 		$29.5M Buy
363,510
+107,790
+42% +$8.43M 0.22% 78
2025
Q3 		$18.6M Buy
255,720
+59,961
+31% +$3.91M 0.14% 123
2025
Q2 		$12.2M Buy
195,759
+41,656
+27% +$2.58M 0.1% 175
2025
Q1 		$9.09M Buy
154,103
+29,183
+23% +$1.58M 0.09% 222
2024
Q4 		$6.18M Buy
124,920
+29,713
+31% +$1.49M 0.06% 281
2024
Q3 		$4.73M Sell
95,207
-7,842
-8% -$367K 0.05% 343
2024
Q2 		$4.53M Sell
103,049
-17,209
-14% -$760K 0.05% 337
2024
Q1 		$5.05M Sell
120,258
-3,625
-3% -$142K 0.05% 316
2023
Q4 		$4.75M Sell
123,883
-1,740
-1% -$65.1K 0.06% 318
2023
Q3 		$4.4M Sell
125,623
-23,668
-16% -$864K 0.05% 328
2023
Q2 		$5.43M Buy
149,291
+2,374
+2% +$89K 0.06% 309
2023
Q1 		$5.49M Buy
146,917
+91,560
+165% +$3.29M 0.07% 256
2022
Q4 		$1.91M Sell
55,357
-10,160
-16% -$334K 0.04% 499
2022
Q3 		$2.07M Sell
65,517
-10,867
-14% -$356K 0.04% 449
2022
Q2 		$2.62M Sell
76,384
-21,830
-22% -$777K 0.05% 379
2022
Q1 		$3.62M Sell
98,214
-58,746
-37% -$2.1M 0.06% 326
2021
Q4 		$5.46M Sell
156,960
-85,574
-35% -$2.92M 0.08% 249
2021
Q3 		$8.18M Sell
242,534
-137,500
-36% -$4.68M 0.13% 158
2021
Q2 		$12.8M Buy
380,034
+63,533
+20% +$2.2M 0.17% 136
2021
Q1 		$10.3M Sell
316,501
-35,816
-10% -$1.22M 0.15% 150
2020
Q4 		$12.8M Sell
352,317
-238,504
-40% -$8.54M 0.2% 100
2020
Q3 		$21.3M Buy
590,821
+478,321
+425% +$17.5M 0.36% 54
2020
Q2 		$3.82M Hold
112,500
– – 0.16% 120
2020
Q1 		$3.39M Buy
+112,500
New +$3.4M 0.16% 123
2019
Q3 		– Sell
-400
Closed -$11K – 848
2019
Q2 		$11K Hold
400
– – ﹤0.01% 769
2019
Q1 		$10K Buy
+400
New +$9.99K ﹤0.01% 642
2017
Q3 		– Sell
-96
Closed -$2K – 588
2017
Q2 		$2K Buy
+96
New +$2.32K ﹤0.01% 458

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

Brinker Capital Investments's IAU Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Gold Trust (IAU) stake by 6.6% in Q2 2026, selling an estimated $1.93M and leaving 318,499 shares worth $24M. The position accounts for 0.18% of the portfolio, ranked #87.

Brinker Capital Investments first reported a position in IAU in Q2 2017 and has held it in 29 quarters since. The position peaked at $30.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Brinker Capital Investments held 318,499 shares of iShares Gold Trust worth $24M as of Q2 2026.
  • Brinker Capital Investments sold 22,684 iShares Gold Trust shares in Q2 2026, an estimated $1.93M.
  • iShares Gold Trust made up 0.18% of Brinker Capital Investments's portfolio in Q2 2026, its #87 holding.
  • Brinker Capital Investments first reported a position in iShares Gold Trust in Q2 2017 and has held it in 29 quarters since.
  • Brinker Capital Investments's iShares Gold Trust position peaked at $30.1M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.