DA
IAU icon

Doliver Advisors’s iShares Gold Trust IAU Stock Holding History

Doliver 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 		$696K Hold
9,215
– – 0.16% 105
2026
Q1 		$812K Sell
9,215
-710
-7% -$65.1K 0.18% 82
2025
Q4 		$806K Sell
9,925
-2,725
-22% -$213K 0.2% 87
2025
Q3 		$921K Sell
12,650
-1,225
-9% -$79.9K 0.24% 81
2025
Q2 		$865K Sell
13,875
-3,400
-20% -$211K 0.24% 79
2025
Q1 		$1.02M Sell
17,275
-1,250
-7% -$67.6K 0.29% 59
2024
Q4 		$917K Sell
18,525
-920
-5% -$46.2K 0.25% 63
2024
Q3 		$966K Sell
19,445
-500
-3% -$23.4K 0.27% 62
2024
Q2 		$876K Sell
19,945
-1,450
-7% -$64.1K 0.24% 61
2024
Q1 		$899K Sell
21,395
-800
-4% -$31.4K 0.25% 66
2023
Q4 		$866K Sell
22,195
-517
-2% -$19.3K 0.27% 65
2023
Q3 		$795K Hold
22,712
– – 0.24% 65
2023
Q2 		$826K Sell
22,712
-18
-0.1% -$675 0.25% 70
2023
Q1 		$849K Buy
+22,730
New +$816K 0.27% 67

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

Doliver Advisors's IAU Position: Q2 2026 in Review

Doliver Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 9,215 shares worth $696K. The position accounts for 0.16% of the portfolio, ranked #105.

Doliver Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Doliver Advisors held 9,215 shares of iShares Gold Trust worth $696K as of Q2 2026.
  • Doliver Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.16% of Doliver Advisors's portfolio in Q2 2026, its #105 holding.
  • Doliver Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Doliver Advisors's iShares Gold Trust position peaked at $1.02M in Q1 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.