Clark Capital Management Group’s iShares Gold Trust IAU Stock Holding History

Clark Capital Management Group’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	$283K	Buy	3,210 +285	+10%	+$26.1K	﹤0.01%	450
2025 Q4	$237K	Buy	+2,925	New	+$229K	﹤0.01%	471
2016 Q4	–	Sell	-123,525	Closed	-$3.13M	–	311
2016 Q3	$3.13M	Buy	+123,525	New	+$3.18M	0.18%	140
2016 Q1	–	Sell	-34,462	Closed	-$705K	–	331
2015 Q4	$705K	Sell	34,462 -31,200	-48%	-$665K	0.06%	184
2015 Q3	$1.42M	Buy	+65,662	New	+$1.43M	0.13%	156
2013 Q3	–	Sell	-72,650	Closed	-$1.74M	–	351
2013 Q2	$1.74M	Buy	+72,650	New	+$2M	0.16%	102

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clark Capital Management Group's IAU Position: Q1 2026 in Review

Clark Capital Management Group increased its iShares Gold Trust (IAU) stake by 9.7% in Q1 2026, buying an estimated $26.1K and bringing the position to 3,210 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Clark Capital Management Group first reported a position in IAU in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.13M in Q3 2016. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Clark Capital Management Group held 3,210 shares of iShares Gold Trust worth $283K as of Q1 2026.
Clark Capital Management Group bought 285 iShares Gold Trust shares in Q1 2026, an estimated $26.1K.
iShares Gold Trust made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #450 holding.
Clark Capital Management Group first reported a position in iShares Gold Trust in Q2 2013 and has held it in 6 quarters since.
Clark Capital Management Group's iShares Gold Trust position peaked at $3.13M in Q3 2016.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.