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Clear Investment Research’s iShares Gold Trust IAU Stock Holding History

Clear Investment Research’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 		$507K Buy
6,717
+916
+16% +$77.8K 0.79% 35
2026
Q1 		$511K Sell
5,801
-771
-12% -$70.7K 0.8% 30
2025
Q4 		$533K Buy
6,572
+657
+11% +$51.4K 0.89% 30
2025
Q3 		$430K Buy
5,915
+2,671
+82% +$174K 0.58% 38
2025
Q2 		$202K Sell
3,244
-221
-6% -$13.7K 0.26% 58
2025
Q1 		$204K Sell
3,465
-657
-16% -$35.5K 0.27% 55
2024
Q4 		$204K Buy
4,122
+76
+2% +$3.82K 0.26% 54
2024
Q3 		$201K Sell
4,046
-408
-9% -$19.1K 0.26% 55
2024
Q2 		$196K Buy
4,454
+2,392
+116% +$106K 0.26% 53
2024
Q1 		$86.6K Sell
2,062
-12
-0.6% -$470 0.12% 79
2023
Q4 		$80.9K Buy
2,074
+4
+0.2% +$150 0.11% 85
2023
Q3 		$72.4K Sell
2,070
-43
-2% -$1.57K 0.13% 76
2023
Q2 		$76.9K Buy
2,113
+151
+8% +$5.66K 0.13% 72
2023
Q1 		$73.3K Sell
1,962
-395
-17% -$14.2K 0.13% 71
2022
Q4 		$82K Buy
2,357
+1,083
+85% +$35.6K 0.16% 64
2022
Q3 		$40K Sell
1,274
-6,804
-84% -$223K 0.08% 84
2022
Q2 		$277K Sell
8,078
-703
-8% -$25K 0.61% 34
2022
Q1 		$323K Sell
8,781
-4,302
-33% -$154K 0.63% 33
2021
Q4 		$455K Buy
13,083
+190
+1% +$6.49K 0.7% 27
2021
Q3 		$431K Buy
12,893
+913
+8% +$31.1K 0.7% 28
2021
Q2 		$404K Buy
11,980
+1,620
+16% +$56K 0.67% 27
2021
Q1 		$337K Buy
10,360
+3,328
+47% +$114K 0.61% 29
2020
Q4 		$255K Buy
7,032
+2,968
+73% +$106K 0.46% 34
2020
Q3 		$146K Buy
+4,064
New +$148K 0.3% 42

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

Clear Investment Research's IAU Position: Q2 2026 in Review

Clear Investment Research increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $77.8K and bringing the position to 6,717 shares worth $507K. The position accounts for 0.79% of the portfolio, ranked #35.

Clear Investment Research first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $533K in Q4 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clear Investment Research held 6,717 shares of iShares Gold Trust worth $507K as of Q2 2026.
  • Clear Investment Research bought 916 iShares Gold Trust shares in Q2 2026, an estimated $77.8K.
  • iShares Gold Trust made up 0.79% of Clear Investment Research's portfolio in Q2 2026, its #35 holding.
  • Clear Investment Research first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Clear Investment Research's iShares Gold Trust position peaked at $533K in Q4 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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