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Dakota Wealth Management’s iShares Gold Trust IAU Stock Holding History

Dakota Wealth Management’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 		$24.9M Buy
330,096
+1,168
+0.4% +$99.1K 0.48% 47
2026
Q1 		$29M Sell
328,928
-13,594
-4% -$1.25M 0.63% 40
2025
Q4 		$27.8M Sell
342,522
-610
-0.2% -$47.7K 0.49% 43
2025
Q3 		$25M Sell
343,132
-1,380
-0.4% -$90K 0.5% 44
2025
Q2 		$21.5M Buy
344,512
+13,539
+4% +$839K 0.45% 49
2025
Q1 		$19.5M Buy
330,973
+4,853
+1% +$263K 0.46% 46
2024
Q4 		$16.1M Buy
326,120
+4,580
+1% +$230K 0.37% 55
2024
Q3 		$16M Buy
321,540
+5,623
+2% +$263K 0.36% 58
2024
Q2 		$13.9M Sell
315,917
-1,645
-0.5% -$72.7K 0.33% 66
2024
Q1 		$13.3M Sell
317,562
-1,109
-0.3% -$43.5K 0.33% 70
2023
Q4 		$12.4M Sell
318,671
-1,959
-0.6% -$73.3K 0.48% 50
2023
Q3 		$11.2M Buy
320,630
+312,127
+3,671% +$11.4M 0.5% 51
2023
Q2 		$309K Sell
8,503
-1,535
-15% -$57.5K 0.01% 476
2023
Q1 		$375K Sell
10,038
-180
-2% -$6.46K 0.03% 418
2022
Q4 		$353K Buy
+10,218
New +$336K 0.03% 416
2022
Q2 		– Sell
-5,772
Closed -$213K – 527
2022
Q1 		$213K Buy
+5,772
New +$206K 0.02% 408

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

Dakota Wealth Management's IAU Position: Q2 2026 in Review

Dakota Wealth Management increased its iShares Gold Trust (IAU) stake by 0.36% in Q2 2026, buying an estimated $99.1K and bringing the position to 330,096 shares worth $24.9M. The position accounts for 0.48% of the portfolio, ranked #47.

Dakota Wealth Management first reported a position in IAU in Q1 2022 and has held it in 16 quarters since. The position peaked at $29M in Q1 2026. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Dakota Wealth Management held 330,096 shares of iShares Gold Trust worth $24.9M as of Q2 2026.
  • Dakota Wealth Management bought 1,168 iShares Gold Trust shares in Q2 2026, an estimated $99.1K.
  • iShares Gold Trust made up 0.48% of Dakota Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Dakota Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 16 quarters since.
  • Dakota Wealth Management's iShares Gold Trust position peaked at $29M in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.