ClearBridge Investments’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $582K | Hold |
7,701
| – | – | ﹤0.01% | 656 |
|
|
2026
Q1 | $679K | Hold |
7,701
| – | – | ﹤0.01% | 641 |
|
|
2025
Q4 | $625K | Hold |
7,701
| – | – | ﹤0.01% | 658 |
|
|
2025
Q3 | $560K | Hold |
7,701
| – | – | ﹤0.01% | 676 |
|
|
2025
Q2 | $480K | Hold |
7,701
| – | – | ﹤0.01% | 668 |
|
|
2025
Q1 | $454K | Buy |
+7,701
| New | +$417K | ﹤0.01% | 666 |
|
|
2020
Q3 | – | Sell |
-552
| Closed | -$19K | – | 867 |
|
|
2020
Q2 | $19K | Hold |
552
| – | – | ﹤0.01% | 848 |
|
|
2020
Q1 | $17K | Hold |
552
| – | – | ﹤0.01% | 900 |
|
|
2019
Q4 | $16K | Buy |
552
+402
| +268% | +$11.4K | ﹤0.01% | 978 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1052 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1036 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1082 |
|
|
2017
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1061 |
|
|
2016
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1030 |
|
|
2016
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1025 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1139 |
|
|
2015
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1134 |
|
|
2015
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1153 |
|
|
2014
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1156 |
|
|
2014
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1145 |
|
|
2014
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1157 |
|
|
2014
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1116 |
|
|
2013
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1083 |
|
|
2013
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1069 |
|
|
2013
Q2 | $4K | Buy |
+150
| New | +$4.13K | ﹤0.01% | 1052 |
|
Other funds holding IAU
WI
SG
ClearBridge Investments's IAU Position: Q2 2026 in Review
ClearBridge Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,701 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #656.
ClearBridge Investments first reported a position in IAU in Q2 2013 and has held it in 35 quarters since. The position peaked at $679K in Q1 2026. 1,668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- ClearBridge Investments held 7,701 shares of iShares Gold Trust worth $582K as of Q2 2026.
- ClearBridge Investments left its iShares Gold Trust share count unchanged in Q2 2026.
- iShares Gold Trust made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #656 holding.
- ClearBridge Investments first reported a position in iShares Gold Trust in Q2 2013 and has held it in 35 quarters since.
- ClearBridge Investments's iShares Gold Trust position peaked at $679K in Q1 2026.
- 1,668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.