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

Destination 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 		$244K Buy
3,233
+197
+6% +$16.7K 0.01% 300
2026
Q1 		$268K Buy
3,036
+519
+21% +$47.6K 0.01% 269
2025
Q4 		$204K Buy
+2,517
New +$197K 0.01% 280
2022
Q3 		– Sell
-5,882
Closed -$202K – 192
2022
Q2 		$202K Sell
5,882
-758
-11% -$27K 0.01% 189
2022
Q1 		$245K Buy
6,640
+322
+5% +$11.5K 0.01% 185
2021
Q4 		$220K Buy
+6,318
New +$216K 0.01% 190
2021
Q3 		– Sell
-6,730
Closed -$227K – 178
2021
Q2 		$227K Sell
6,730
-259
-4% -$8.95K 0.01% 173
2021
Q1 		$227K Sell
6,989
-32
-0.5% -$1.09K 0.01% 171
2020
Q4 		$255K Buy
+7,021
New +$251K 0.01% 151
2019
Q3 		– Sell
-1,197
Closed -$32K – 291
2019
Q2 		$32K Buy
1,197
+568
+90% +$14.2K ﹤0.01% 329
2019
Q1 		$16K Sell
629
-509
-45% -$12.7K ﹤0.01% 410
2018
Q4 		$28K Sell
1,138
-9
-0.8% -$212 ﹤0.01% 330
2018
Q3 		$26K Sell
1,147
-75
-6% -$1.74K ﹤0.01% 371
2018
Q2 		$29K Buy
1,222
+1,017
+496% +$25.5K ﹤0.01% 312
2018
Q1 		$5K Buy
+205
New +$5.23K ﹤0.01% 448
2017
Q1 		– Sell
-19,569
Closed -$434K – 166
2016
Q4 		$434K Sell
19,569
-21,238
-52% -$498K 0.03% 117
2016
Q3 		$1.04M Buy
40,807
+1,929
+5% +$49.6K 0.08% 84
2016
Q2 		$992K Buy
+38,878
New +$945K 0.08% 81
2013
Q4 		– Sell
-6,117
Closed -$157K – 110
2013
Q3 		$157K Sell
6,117
-198
-3% -$5.11K 0.02% 94
2013
Q2 		$151K Buy
+6,315
New +$174K 0.02% 92

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

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

Destination Wealth Management increased its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,233 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #300.

Destination Wealth Management first reported a position in IAU in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2016. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Destination Wealth Management held 3,233 shares of iShares Gold Trust worth $244K as of Q2 2026.
  • Destination Wealth Management bought 197 iShares Gold Trust shares in Q2 2026, an estimated $16.7K.
  • iShares Gold Trust made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Destination Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 20 quarters since.
  • Destination Wealth Management's iShares Gold Trust position peaked at $1.04M in Q3 2016.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.