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Colonial Trust’s iShares Gold Trust IAU Stock Holding History

Colonial 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 		$706K Sell
9,350
-1,418
-13% -$120K 0.09% 147
2026
Q1 		$949K Sell
10,768
-204
-2% -$18.7K 0.13% 123
2025
Q4 		$891K Sell
10,972
-295
-3% -$23.1K 0.12% 133
2025
Q3 		$820K Hold
11,267
– – 0.11% 140
2025
Q2 		$703K Buy
11,267
+61
+0.5% +$3.78K 0.1% 146
2025
Q1 		$661K Sell
11,206
-195
-2% -$10.5K 0.1% 143
2024
Q4 		$564K Hold
11,401
– – 0.08% 164
2024
Q3 		$567K Sell
11,401
-75
-0.7% -$3.51K 0.09% 163
2024
Q2 		$504K Buy
11,476
+100
+0.9% +$4.42K 0.09% 153
2024
Q1 		$478K Sell
11,376
-1,192
-9% -$46.7K 0.09% 153
2023
Q4 		$491K Buy
12,568
+3,613
+40% +$135K 0.1% 149
2023
Q3 		$313K Sell
8,955
-910
-9% -$33.2K 0.08% 173
2023
Q2 		$359K Sell
9,865
-7,999
-45% -$300K 0.09% 159
2023
Q1 		$668K Buy
17,864
+9,882
+124% +$355K 0.17% 111
2022
Q4 		$276K Buy
7,982
+22
+0.3% +$722 0.08% 175
2022
Q3 		$251K Buy
+7,960
New +$261K 0.08% 176

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

Colonial Trust's IAU Position: Q2 2026 in Review

Colonial Trust reduced its iShares Gold Trust (IAU) stake by 13% in Q2 2026, selling an estimated $120K and leaving 9,350 shares worth $706K. The position accounts for 0.09% of the portfolio, ranked #147.

Colonial Trust first reported a position in IAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $949K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Colonial Trust held 9,350 shares of iShares Gold Trust worth $706K as of Q2 2026.
  • Colonial Trust sold 1,418 iShares Gold Trust shares in Q2 2026, an estimated $120K.
  • iShares Gold Trust made up 0.09% of Colonial Trust's portfolio in Q2 2026, its #147 holding.
  • Colonial Trust first reported a position in iShares Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Colonial Trust's iShares Gold Trust position peaked at $949K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.