Eagle Strategies’s iShares Gold Trust IAU Stock Holding History

Eagle Strategies’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	$3.86M	Buy	51,112 +6,784	+15%	+$576K	0.38%	61
2026 Q1	$3.91M	Sell	44,328 -7,224	-14%	-$663K	0.47%	55
2025 Q4	$4.18M	Buy	51,552 +1,684	+3%	+$132K	0.53%	48
2025 Q3	$3.63M	Sell	49,868 -3,244	-6%	-$212K	0.49%	49
2025 Q2	$3.31M	Sell	53,112 -327	-0.6%	-$20.3K	0.5%	44
2025 Q1	$3.15M	Sell	53,439 -11,047	-17%	-$598K	0.55%	43
2024 Q4	$3.19M	Buy	64,486 +3,320	+5%	+$167K	0.55%	45
2024 Q3	$3.04M	Sell	61,166 -2,140	-3%	-$100K	0.55%	46
2024 Q2	$2.78M	Buy	63,306 +25,978	+70%	+$1.15M	0.53%	49
2024 Q1	$1.57M	Sell	37,328 -23,742	-39%	-$931K	0.35%	76
2023 Q4	$2.38M	Buy	61,070 +3,368	+6%	+$126K	0.51%	48
2023 Q3	$2.02M	Buy	57,702 +3,929	+7%	+$143K	0.5%	46
2023 Q2	$1.96M	Buy	+53,773	New	+$2.02M	0.48%	49

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Eagle Strategies's IAU Position: Q2 2026 in Review

Eagle Strategies increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $576K and bringing the position to 51,112 shares worth $3.86M. The position accounts for 0.38% of the portfolio, ranked #61.

Eagle Strategies first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Eagle Strategies held 51,112 shares of iShares Gold Trust worth $3.86M as of Q2 2026.
Eagle Strategies bought 6,784 iShares Gold Trust shares in Q2 2026, an estimated $576K.
iShares Gold Trust made up 0.38% of Eagle Strategies's portfolio in Q2 2026, its #61 holding.
Eagle Strategies first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
Eagle Strategies's iShares Gold Trust position peaked at $4.18M in Q4 2025.
1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.