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Brookwood Investment Group’s iShares Gold Trust IAU Stock Holding History

Brookwood Investment Group’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 		$6.16M Buy
81,600
+34,600
+74% +$2.94M 0.69% 25
2026
Q1 		$4.14M Buy
47,000
+17,000
+57% +$1.56M 0.51% 44
2025
Q4 		$52.5K Buy
+30,000
New +$2.35M 0.01% 498

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brookwood Investment Group's IAU Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares Gold Trust (IAU) stake by 300% in Q2 2026, buying an estimated $4.57M and bringing the position to 71,785 shares worth $5.42M. The position accounts for 0.61% of the portfolio, ranked #33.

Brookwood Investment Group first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 1,393 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Brookwood Investment Group held 71,785 shares of iShares Gold Trust worth $5.42M as of Q2 2026.
  • Brookwood Investment Group bought 53,859 iShares Gold Trust shares in Q2 2026, an estimated $4.57M.
  • iShares Gold Trust made up 0.61% of Brookwood Investment Group's portfolio in Q2 2026, its #33 holding.
  • Brookwood Investment Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,393 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.