China Universal Asset Management Company’s iShares Gold Trust IAU Stock Holding History

China Universal Asset Management Company’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	$22.5M	Sell	297,940 -96,000	-24%	-$8.15M	1.35%	18
2026 Q1	$34.7M	Buy	393,940 +316,940	+412%	+$29.1M	2.63%	6
2025 Q4	$6.25M	Buy	77,000 +31,000	+67%	+$2.42M	0.48%	46
2025 Q3	$3.35M	Hold	46,000	–	–	0.28%	74
2025 Q2	$2.87M	Buy	46,000 +12,000	+35%	+$744K	0.27%	76
2025 Q1	$2M	Buy	34,000 +13,000	+62%	+$703K	0.19%	110
2024 Q4	$1.04M	Sell	21,000 -10,000	-32%	-$502K	0.1%	158
2024 Q3	$1.54M	Sell	31,000 -34,000	-52%	-$1.59M	0.17%	109
2024 Q2	$2.86M	Hold	65,000	–	–	0.4%	57
2024 Q1	$2.73M	Hold	65,000	–	–	0.35%	62
2023 Q4	$2.54M	Hold	65,000	–	–	0.49%	60
2023 Q3	$2.27M	Hold	65,000	–	–	0.66%	47
2023 Q2	$2.37M	Sell	65,000 -8,000	-11%	-$300K	0.73%	44
2023 Q1	$2.73M	Hold	73,000	–	–	0.92%	39
2022 Q4	$2.53M	Sell	73,000 -2,000	-3%	-$65.7K	1.02%	34
2022 Q3	$2.37M	Sell	75,000 -4,000	-5%	-$131K	1%	37
2022 Q2	$2.71M	Sell	79,000 -3,000	-4%	-$107K	1.14%	33
2022 Q1	$3.02M	Sell	82,000 -500	-0.6%	-$17.9K	1.07%	37
2021 Q4	$2.87M	Buy	+82,500	New	+$2.82M	0.68%	48

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

China Universal Asset Management Company's IAU Position: Q2 2026 in Review

China Universal Asset Management Company reduced its iShares Gold Trust (IAU) stake by 24% in Q2 2026, selling an estimated $8.15M and leaving 297,940 shares worth $22.5M. The position accounts for 1.35% of the portfolio, ranked #18.

China Universal Asset Management Company first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.7M in Q1 2026. 672 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

China Universal Asset Management Company held 297,940 shares of iShares Gold Trust worth $22.5M as of Q2 2026.
China Universal Asset Management Company sold 96,000 iShares Gold Trust shares in Q2 2026, an estimated $8.15M.
iShares Gold Trust made up 1.35% of China Universal Asset Management Company's portfolio in Q2 2026, its #18 holding.
China Universal Asset Management Company first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
China Universal Asset Management Company's iShares Gold Trust position peaked at $34.7M in Q1 2026.
672 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on China Universal Asset Management Company's 13F filing for Q2 2026, filed 24 Jul 2026.