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Concurrent Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Concurrent Investment Advisors’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 		$28.3M Buy
374,204
+20,974
+6% +$1.78M 0.24% 75
2026
Q1 		$31.1M Sell
353,230
-2,181,499
-86% -$200M 0.34% 53
2025
Q4 		$206M Buy
2,534,729
+2,008,288
+381% +$157M 2.34% 4
2025
Q3 		$38.3M Buy
526,441
+430,275
+447% +$28.1M 0.66% 25
2025
Q2 		$6M Buy
96,166
+45,875
+91% +$2.84M 0.12% 189
2025
Q1 		$2.97M Buy
50,291
+19,611
+64% +$1.06M 0.07% 284
2024
Q4 		$1.52M Buy
30,680
+16,389
+115% +$824K 0.04% 389
2024
Q3 		$710K Buy
14,291
+2,577
+22% +$121K 0.02% 538
2024
Q2 		$515K Buy
11,714
+3,869
+49% +$171K 0.02% 577
2024
Q1 		$330K Buy
7,845
+436
+6% +$17.1K 0.01% 653
2023
Q4 		$289K Buy
+7,409
New +$277K 0.01% 665

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

Concurrent Investment Advisors's IAU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Gold Trust (IAU) stake by 5.9% in Q2 2026, buying an estimated $1.78M and bringing the position to 374,204 shares worth $28.3M. The position accounts for 0.24% of the portfolio, ranked #75.

Concurrent Investment Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $206M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Concurrent Investment Advisors held 374,204 shares of iShares Gold Trust worth $28.3M as of Q2 2026.
  • Concurrent Investment Advisors bought 20,974 iShares Gold Trust shares in Q2 2026, an estimated $1.78M.
  • iShares Gold Trust made up 0.24% of Concurrent Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Concurrent Investment Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares Gold Trust position peaked at $206M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.