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Clearstead Trust’s iShares Gold Trust IAU Stock Holding History

Clearstead Trust’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 		$2.05M Buy
27,150
+64
+0.2% +$5.43K 0.27% 52
2026
Q1 		$2.39M Sell
27,086
-1,373
-5% -$126K 0.39% 39
2025
Q4 		$2.31M Sell
28,459
-1,435
-5% -$112K 0.36% 45
2025
Q3 		$2.18M Sell
29,894
-154
-0.5% -$10K 0.37% 44
2025
Q2 		$1.87M Buy
30,048
+576
+2% +$35.7K 0.35% 48
2025
Q1 		$1.74M Buy
29,472
+8
+0% +$433 0.39% 45
2024
Q4 		$1.46M Buy
29,464
+301
+1% +$15.1K 0.32% 50
2024
Q3 		$1.45M Buy
29,163
+317
+1% +$14.8K 0.35% 45
2024
Q2 		$1.27M Hold
28,846
– – 0.32% 49
2024
Q1 		$1.21M Buy
28,846
+194
+0.7% +$7.61K 0.32% 52
2023
Q4 		$1.12M Buy
28,652
+220
+0.8% +$8.23K 0.31% 53
2023
Q3 		$995K Buy
28,432
+834
+3% +$30.4K 0.33% 57
2023
Q2 		$1.01M Buy
27,598
+119
+0.4% +$4.46K 0.32% 57
2023
Q1 		$1.03M Buy
27,479
+230
+0.8% +$8.25K 0.33% 59
2022
Q4 		$942K Sell
27,249
-166
-0.6% -$5.45K 0.31% 57
2022
Q3 		$864K Buy
27,415
+27,127
+9,419% +$889K 0.3% 57
2022
Q2 		$10K Buy
+288
New +$10.2K 0.01% 151

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

Clearstead Trust's IAU Position: Q2 2026 in Review

Clearstead Trust increased its iShares Gold Trust (IAU) stake by 0.24% in Q2 2026, buying an estimated $5.43K and bringing the position to 27,150 shares worth $2.05M. The position accounts for 0.27% of the portfolio, ranked #52.

Clearstead Trust first reported a position in IAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.39M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clearstead Trust held 27,150 shares of iShares Gold Trust worth $2.05M as of Q2 2026.
  • Clearstead Trust bought 64 iShares Gold Trust shares in Q2 2026, an estimated $5.43K.
  • iShares Gold Trust made up 0.27% of Clearstead Trust's portfolio in Q2 2026, its #52 holding.
  • Clearstead Trust first reported a position in iShares Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Clearstead Trust's iShares Gold Trust position peaked at $2.39M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.