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 Q2	$15.3M	Sell	202,270 -7,346	-4%	-$624K	0.02%	384
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory's IAU Position: Q2 2026 in Review

Brown Advisory reduced its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, selling an estimated $624K and leaving 202,270 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #384.

Brown Advisory first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.5M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Brown Advisory held 202,270 shares of iShares Gold Trust worth $15.3M as of Q2 2026.
Brown Advisory sold 7,346 iShares Gold Trust shares in Q2 2026, an estimated $624K.
iShares Gold Trust made up 0.02% of Brown Advisory's portfolio in Q2 2026, its #384 holding.
Brown Advisory first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
Brown Advisory's iShares Gold Trust position peaked at $18.5M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.