EWM
IAU icon

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

Empirical 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 		$2.67M Buy
35,299
+868
+3% +$73.7K 0.04% 235
2026
Q1 		$3.04M Buy
34,431
+1,617
+5% +$148K 0.05% 203
2025
Q4 		$2.66M Buy
32,814
+2,235
+7% +$175K 0.05% 214
2025
Q3 		$2.23M Buy
30,579
+3,406
+13% +$222K 0.04% 229
2025
Q2 		$1.69M Sell
27,173
-766
-3% -$47.5K 0.04% 252
2025
Q1 		$1.65M Buy
27,939
+3,139
+13% +$170K 0.04% 235
2024
Q4 		$1.23M Buy
24,800
+802
+3% +$40.3K 0.03% 258
2024
Q3 		$1.19M Sell
23,998
-2,875
-11% -$135K 0.03% 251
2024
Q2 		$1.18M Buy
26,873
+2,254
+9% +$99.6K 0.04% 242
2024
Q1 		$1.03M Buy
24,619
+1,830
+8% +$71.7K 0.03% 257
2023
Q4 		$889K Sell
22,789
-3,229
-12% -$121K 0.03% 249
2023
Q3 		$910K Sell
26,018
-1,435
-5% -$52.4K 0.04% 234
2023
Q2 		$999K Sell
27,453
-4,220
-13% -$158K 0.04% 225
2023
Q1 		$1.18M Buy
31,673
+5,308
+20% +$190K 0.05% 192
2022
Q4 		$912K Sell
26,365
-146
-0.6% -$4.79K 0.04% 222
2022
Q3 		$836K Sell
26,511
-1,184
-4% -$38.8K 0.04% 217
2022
Q2 		$950K Sell
27,695
-1,110
-4% -$39.5K 0.05% 203
2022
Q1 		$1.06M Buy
28,805
+631
+2% +$22.5K 0.05% 204
2021
Q4 		$981K Buy
28,174
+1,502
+6% +$51.3K 0.05% 221
2021
Q3 		$891K Buy
26,672
+7,369
+38% +$251K 0.05% 214
2021
Q2 		$651K Sell
19,303
-1,175
-6% -$40.6K 0.04% 245
2021
Q1 		$666K Sell
20,478
-2,352
-10% -$80.4K 0.05% 207
2020
Q4 		$828K Buy
22,830
+2,597
+13% +$93K 0.06% 175
2020
Q3 		$728K Sell
20,233
-304
-1% -$11.1K 0.06% 169
2020
Q2 		$698K Sell
20,537
-207
-1% -$6.78K 0.07% 169
2020
Q1 		$625K Buy
20,744
+601
+3% +$18.2K 0.07% 151
2019
Q4 		$584K Buy
20,143
+4,373
+28% +$124K 0.06% 174
2019
Q3 		$445K Buy
15,770
+9,061
+135% +$256K 0.05% 186
2019
Q2 		$181K Buy
+6,709
New +$168K 0.02% 254
2019
Q1 		– Sell
-6,302
Closed -$155K – 241
2018
Q4 		$155K Buy
+6,302
New +$148K 0.03% 192
2017
Q2 		– Sell
-5,590
Closed -$134K – 133
2017
Q1 		$134K Buy
+5,590
New +$131K 0.03% 129

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
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

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

Empirical Wealth Management increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $73.7K and bringing the position to 35,299 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #235.

Empirical Wealth Management first reported a position in IAU in Q1 2017 and has held it in 31 quarters since. The position peaked at $3.04M in Q1 2026. 862 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Empirical Wealth Management held 35,299 shares of iShares Gold Trust worth $2.67M as of Q2 2026.
  • Empirical Wealth Management bought 868 iShares Gold Trust shares in Q2 2026, an estimated $73.7K.
  • iShares Gold Trust made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Empirical Wealth Management first reported a position in iShares Gold Trust in Q1 2017 and has held it in 31 quarters since.
  • Empirical Wealth Management's iShares Gold Trust position peaked at $3.04M in Q1 2026.
  • 862 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.