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Diversified Trust’s iShares Gold Trust IAU Stock Holding History

Diversified 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 		$1.21M Sell
16,052
-1,309
-8% -$111K 0.02% 432
2026
Q1 		$1.53M Buy
17,361
+100
+0.6% +$9.17K 0.03% 333
2025
Q4 		$1.4M Buy
17,261
+705
+4% +$55.1K 0.03% 339
2025
Q3 		$1.2M Buy
16,556
+1,180
+8% +$77K 0.02% 373
2025
Q2 		$959K Buy
15,376
+151
+1% +$9.36K 0.02% 397
2025
Q1 		$898K Buy
15,225
+9,104
+149% +$492K 0.02% 398
2024
Q4 		$303K Sell
6,121
-385
-6% -$19.3K 0.01% 739
2024
Q3 		$323K Buy
6,506
+963
+17% +$45.1K 0.01% 708
2024
Q2 		$244K Hold
5,543
– – 0.01% 737
2024
Q1 		$233K Hold
5,543
– – 0.01% 711
2023
Q4 		$216K Buy
+5,543
New +$207K 0.01% 763
2023
Q3 		– Sell
-5,543
Closed -$202K – 877
2023
Q2 		$202K Sell
5,543
-35
-0.6% -$1.31K 0.01% 758
2023
Q1 		$208K Buy
+5,578
New +$200K 0.01% 740
2022
Q2 		– Sell
-6,650
Closed -$245K – 803
2022
Q1 		$245K Buy
+6,650
New +$238K 0.01% 691

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Diversified Trust's IAU Position: Q2 2026 in Review

Diversified Trust reduced its iShares Gold Trust (IAU) stake by 7.5% in Q2 2026, selling an estimated $111K and leaving 16,052 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #432.

Diversified Trust first reported a position in IAU in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2026. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Diversified Trust held 16,052 shares of iShares Gold Trust worth $1.21M as of Q2 2026.
  • Diversified Trust sold 1,309 iShares Gold Trust shares in Q2 2026, an estimated $111K.
  • iShares Gold Trust made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #432 holding.
  • Diversified Trust first reported a position in iShares Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • Diversified Trust's iShares Gold Trust position peaked at $1.53M in Q1 2026.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.