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DT Investment Partners’s iShares Gold Trust IAU Stock Holding History

DT Investment Partners’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 		$199K Sell
2,637
-200,496
-99% -$17M 0.01% 152
2026
Q1 		$17.9M Buy
203,133
+322
+0.2% +$29.5K 1.49% 18
2025
Q4 		$16.5M Sell
202,811
-1,859
-0.9% -$145K 1.36% 21
2025
Q3 		$14.9M Buy
204,670
+7,808
+4% +$509K 1.26% 21
2025
Q2 		$12.3M Sell
196,862
-830
-0.4% -$51.4K 1.1% 20
2025
Q1 		$11.7M Buy
197,692
+195,130
+7,616% +$10.6M 1.12% 21
2024
Q4 		$127K Sell
2,562
-87
-3% -$4.37K 0.01% 172
2024
Q3 		$132K Buy
2,649
+546
+26% +$25.6K 0.01% 179
2024
Q2 		$92.4K Buy
2,103
+56
+3% +$2.48K 0.01% 191
2024
Q1 		$86K Sell
2,047
-4
-0.2% -$157 0.01% 187
2023
Q4 		$79K Sell
2,051
-298,054
-99% -$11.2M 0.01% 187
2023
Q3 		$10.5M Buy
300,105
+507
+0.2% +$18.5K 1.27% 19
2023
Q2 		$11M Buy
299,598
+6,041
+2% +$226K 1.26% 17
2023
Q1 		$11M Sell
293,557
-27,258
-8% -$978K 1.34% 17
2022
Q4 		$11.1M Buy
320,815
+1,451
+0.5% +$47.6K 1.46% 18
2022
Q3 		$10.1M Buy
+319,364
New +$10.5M 1.65% 14
2013
Q4 		– Sell
-253,704
Closed -$6.54M – 63
2013
Q3 		$6.54M Buy
253,704
+43,508
+21% +$1.12M 2.68% 12
2013
Q2 		$5.04M Buy
+210,196
New +$5.79M 2.37% 14

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

DT Investment Partners's IAU Position: Q2 2026 in Review

DT Investment Partners reduced its iShares Gold Trust (IAU) stake by 99% in Q2 2026, selling an estimated $17M and leaving 2,637 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #152.

DT Investment Partners first reported a position in IAU in Q2 2013 and has held it in 18 quarters since. The position peaked at $17.9M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DT Investment Partners held 2,637 shares of iShares Gold Trust worth $199K as of Q2 2026.
  • DT Investment Partners sold 200,496 iShares Gold Trust shares in Q2 2026, an estimated $17M.
  • iShares Gold Trust made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #152 holding.
  • DT Investment Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 18 quarters since.
  • DT Investment Partners's iShares Gold Trust position peaked at $17.9M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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