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Empowered Funds’s iShares Gold Trust IAU Stock Holding History

Empowered Funds’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 		– Sell
-19,262
Closed -$1.7M – 2206
2026
Q1 		$1.7M Buy
+19,262
New +$1.77M 0.01% 1193
2025
Q4 		– Sell
-12,360
Closed -$899K – 1426
2025
Q3 		$899K Buy
12,360
+5,415
+78% +$353K 0.01% 1214
2025
Q2 		$433K Sell
6,945
-43,773
-86% -$2.71M ﹤0.01% 1372
2025
Q1 		$2.99M Sell
50,718
-13,507
-21% -$731K 0.04% 556
2024
Q4 		$3.18M Buy
+64,225
New +$3.23M 0.05% 530

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

Empowered Funds's IAU Position: Q2 2026 in Review

Empowered Funds sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 19,262 shares — an estimated $1.7M sold.

Empowered Funds first reported a position in IAU in Q4 2024 and held it in 5 quarters. The position peaked at $3.18M in Q4 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Empowered Funds reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 19,262 iShares Gold Trust shares in Q2 2026, an estimated $1.7M.
  • Empowered Funds first reported a position in iShares Gold Trust in Q4 2024 and held it in 5 quarters.
  • Empowered Funds's iShares Gold Trust position peaked at $3.18M in Q4 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.