CIA
IAU icon

Choate Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Choate Investment Advisors’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 		$4.03M Hold
53,409
– – 0.07% 113
2026
Q1 		$4.71M Buy
53,409
+14,085
+36% +$1.29M 0.09% 92
2025
Q4 		$3.19M Hold
39,324
– – 0.06% 119
2025
Q3 		$2.86M Buy
39,324
+29,807
+313% +$1.94M 0.06% 125
2025
Q2 		$593K Hold
9,517
– – 0.01% 249
2025
Q1 		$561K Hold
9,517
– – 0.01% 244
2024
Q4 		$471K Hold
9,517
– – 0.01% 275
2024
Q3 		$473K Hold
9,517
– – 0.01% 267
2024
Q2 		$418K Hold
9,517
– – 0.01% 272
2024
Q1 		$400K Hold
9,517
– – 0.01% 293
2023
Q4 		$371K Hold
9,517
– – 0.01% 283
2023
Q3 		$333K Hold
9,517
– – 0.01% 281
2023
Q2 		$346K Hold
9,517
– – 0.01% 231
2023
Q1 		$356K Hold
9,517
– – 0.02% 211
2022
Q4 		$329K Hold
9,517
– – 0.02% 213
2022
Q3 		$300K Hold
9,517
– – 0.02% 201
2022
Q2 		$327K Hold
9,517
– – 0.02% 207
2022
Q1 		$351K Hold
9,517
– – 0.02% 228
2021
Q4 		$331K Sell
9,517
-589
-6% -$20.1K 0.02% 221
2021
Q3 		$338K Buy
+10,106
New +$344K 0.02% 208
2021
Q2 		– Sell
-26,305
Closed -$855K – 358
2021
Q1 		$855K Sell
26,305
-4,047
-13% -$138K 0.05% 136
2020
Q4 		$1.1M Sell
30,352
-3,742
-11% -$134K 0.07% 101
2020
Q3 		$1.23M Buy
34,094
+8,378
+33% +$306K 0.08% 91
2020
Q2 		$874K Hold
25,716
– – 0.06% 109
2020
Q1 		$775K Buy
+25,716
New +$777K 0.06% 116
2013
Q3 		– Sell
-12,358
Closed -$296K – 253
2013
Q2 		$296K Buy
+12,358
New +$340K 0.02% 213

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

Choate Investment Advisors's IAU Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 53,409 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #113.

Choate Investment Advisors first reported a position in IAU in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.71M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Choate Investment Advisors held 53,409 shares of iShares Gold Trust worth $4.03M as of Q2 2026.
  • Choate Investment Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of Choate Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Choate Investment Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 26 quarters since.
  • Choate Investment Advisors's iShares Gold Trust position peaked at $4.71M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.