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Checchi Capital Advisers’s iShares Gold Trust IAU Stock Holding History

Checchi Capital Advisers’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 		$33.6M Buy
444,396
+127,485
+40% +$10.8M 1.51% 8
2026
Q1 		$27.9M Sell
316,911
-41,520
-12% -$3.81M 1.41% 10
2025
Q4 		$29.1M Sell
358,431
-56,339
-14% -$4.41M 1.49% 9
2025
Q3 		$30.2M Buy
414,770
+39,544
+11% +$2.58M 1.57% 8
2025
Q2 		$23.4M Sell
375,226
-62,562
-14% -$3.88M 1.31% 12
2025
Q1 		$25.8M Sell
437,788
-33,776
-7% -$1.83M 1.36% 8
2024
Q4 		$23.3M Sell
471,564
-16,741
-3% -$841K 1.36% 8
2024
Q3 		$24.3M Sell
488,305
-5,812
-1% -$272K 1.36% 9
2024
Q2 		$21.7M Sell
494,117
-18,173
-4% -$803K 1.09% 12
2024
Q1 		$21.5M Buy
512,290
+66,928
+15% +$2.62M 1.68% 6
2023
Q4 		$17.4M Buy
445,362
+56,508
+15% +$2.11M 1.41% 15
2023
Q3 		$13.6M Buy
388,854
+93,366
+32% +$3.41M 1.26% 20
2023
Q2 		$10.8M Buy
295,488
+72,229
+32% +$2.71M 0.96% 25
2023
Q1 		$8.34M Buy
223,259
+1,597
+0.7% +$57.3K 0.81% 33
2022
Q4 		$7.67M Sell
221,662
-12,141
-5% -$399K 0.8% 32
2022
Q3 		$7.37M Buy
+233,803
New +$7.66M 0.69% 35
2016
Q2 		– Sell
-2,500
Closed -$59K – 1607
2016
Q1 		$59K Buy
+2,500
New +$57.2K 0.01% 779

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

Checchi Capital Advisers's IAU Position: Q2 2026 in Review

Checchi Capital Advisers increased its iShares Gold Trust (IAU) stake by 40% in Q2 2026, buying an estimated $10.8M and bringing the position to 444,396 shares worth $33.6M. The position accounts for 1.51% of the portfolio, ranked #8.

Checchi Capital Advisers first reported a position in IAU in Q1 2016 and has held it in 17 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Checchi Capital Advisers held 444,396 shares of iShares Gold Trust worth $33.6M as of Q2 2026.
  • Checchi Capital Advisers bought 127,485 iShares Gold Trust shares in Q2 2026, an estimated $10.8M.
  • iShares Gold Trust made up 1.51% of Checchi Capital Advisers's portfolio in Q2 2026, its #8 holding.
  • Checchi Capital Advisers first reported a position in iShares Gold Trust in Q1 2016 and has held it in 17 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.