Brown Advisory
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Brown Advisory’s iShares Gold Trust IAU Stock Holding History

Brown Advisory’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 		$18.5M Buy
209,616
+8,713
+4% +$799K 0.03% 342
2025
Q4 		$16.3M Buy
200,903
+1,394
+0.7% +$109K 0.02% 352
2025
Q3 		$14.5M Buy
199,509
+2,449
+1% +$160K 0.02% 369
2025
Q2 		$12.3M Sell
197,060
-6,968
-3% -$432K 0.02% 378
2025
Q1 		$12M Buy
204,028
+14,630
+8% +$791K 0.02% 372
2024
Q4 		$9.38M Buy
189,398
+12,696
+7% +$638K 0.01% 438
2024
Q3 		$8.78M Buy
176,702
+4,663
+3% +$218K 0.01% 435
2024
Q2 		$7.56M Sell
172,039
-1,240
-0.7% -$54.8K 0.01% 450
2024
Q1 		$7.28M Buy
173,279
+5,823
+3% +$228K 0.01% 454
2023
Q4 		$6.54M Sell
167,456
-9,590
-5% -$359K 0.01% 454
2023
Q3 		$6.19M Buy
177,046
+56,286
+47% +$2.05M 0.01% 445
2023
Q2 		$4.39M Buy
120,760
+5,472
+5% +$205K 0.01% 494
2023
Q1 		$4.31M Buy
115,288
+40,057
+53% +$1.44M 0.01% 498
2022
Q4 		$2.6M Buy
75,231
+35,417
+89% +$1.16M ﹤0.01% 563
2022
Q3 		$1.25M Sell
39,814
-3,297
-8% -$108K ﹤0.01% 663
2022
Q2 		$1.48M Buy
43,111
+30,127
+232% +$1.07M ﹤0.01% 624
2022
Q1 		$478K Buy
+12,984
New +$464K ﹤0.01% 870

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

Brown Advisory's IAU Position: Q1 2026 in Review

Brown Advisory increased its iShares Gold Trust (IAU) stake by 4.3% in Q1 2026, buying an estimated $799K and bringing the position to 209,616 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #342.

Brown Advisory first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Brown Advisory held 209,616 shares of iShares Gold Trust worth $18.5M as of Q1 2026.
  • Brown Advisory bought 8,713 iShares Gold Trust shares in Q1 2026, an estimated $799K.
  • iShares Gold Trust made up 0.03% of Brown Advisory's portfolio in Q1 2026, its #342 holding.
  • Brown Advisory first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.