Envestnet Asset Management
IAU icon

Envestnet Asset Management’s iShares Gold Trust IAU Stock Holding History

Envestnet Asset 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 		$665M Sell
8,801,039
-185,262
-2% -$15.7M 0.16% 106
2026
Q1 		$792M Sell
8,986,301
-10,317,674
-53% -$946M 0.21% 83
2025
Q4 		$1.57B Sell
19,303,975
-1,216,730
-6% -$95.2M 0.46% 46
2025
Q3 		$1.49B Buy
20,520,705
+6,623,876
+48% +$432M 0.43% 46
2025
Q2 		$867M Sell
13,896,829
-3,678,889
-21% -$228M 0.25% 75
2025
Q1 		$1.04B Buy
17,575,718
+6,797,066
+63% +$368M 0.33% 59
2024
Q4 		$534M Buy
10,778,652
+7,194,721
+201% +$362M 0.17% 106
2024
Q3 		$178M Buy
3,583,931
+65,226
+2% +$3.05M 0.06% 309
2024
Q2 		$155M Buy
3,518,705
+479,796
+16% +$21.2M 0.05% 325
2024
Q1 		$128M Buy
3,038,909
+17,402
+0.6% +$682K 0.05% 379
2023
Q4 		$118M Sell
3,021,507
-95,183
-3% -$3.56M 0.05% 364
2023
Q3 		$109M Sell
3,116,690
-162,712
-5% -$5.94M 0.05% 362
2023
Q2 		$119M Buy
3,279,402
+146,882
+5% +$5.51M 0.05% 309
2023
Q1 		$117M Sell
3,132,520
-36,514
-1% -$1.31M 0.06% 293
2022
Q4 		$110M Sell
3,169,034
-1,580,264
-33% -$51.9M 0.06% 299
2022
Q3 		$150M Sell
4,749,298
-68,580
-1% -$2.25M 0.09% 206
2022
Q2 		$165M Sell
4,817,878
-33,963
-0.7% -$1.21M 0.09% 196
2022
Q1 		$179M Sell
4,851,841
-52,672
-1% -$1.88M 0.09% 199
2021
Q4 		$171M Sell
4,904,513
-463,912
-9% -$15.9M 0.08% 206
2021
Q3 		$179M Sell
5,368,425
-67,349
-1% -$2.29M 0.1% 180
2021
Q2 		$183M Buy
5,435,774
+514,170
+10% +$17.8M 0.1% 173
2021
Q1 		$160M Sell
4,921,604
-963,766
-16% -$32.9M 0.1% 165
2020
Q4 		$213M Buy
5,885,370
+2,023,217
+52% +$72.4M 0.16% 107
2020
Q3 		$139M Buy
3,862,153
+309,331
+9% +$11.3M 0.12% 134
2020
Q2 		$121M Buy
3,552,822
+797,278
+29% +$26.1M 0.12% 142
2020
Q1 		$83.1M Buy
2,755,544
+384,268
+16% +$11.6M 0.1% 160
2019
Q4 		$68.8M Buy
2,371,276
+596,869
+34% +$16.9M 0.07% 208
2019
Q3 		$50M Buy
1,774,407
+905,156
+104% +$25.5M 0.05% 259
2019
Q2 		$23.5M Buy
869,251
+85,277
+11% +$2.14M 0.03% 410
2019
Q1 		$19.4M Buy
783,974
+1,925
+0.2% +$48.1K 0.03% 455
2018
Q4 		$19.2M Buy
782,049
+664,045
+563% +$15.6M 0.03% 371
2018
Q3 		$2.7M Sell
118,004
-136,948
-54% -$3.18M ﹤0.01% 550
2018
Q2 		$6.13M Sell
254,952
-9,617
-4% -$241K 0.01% 439
2018
Q1 		$6.68M Buy
264,569
+24,530
+10% +$626K 0.02% 321
2017
Q4 		$6.01M Sell
240,039
-86,591
-27% -$2.12M 0.01% 527
2017
Q3 		$8.04M Buy
326,630
+131,225
+67% +$3.23M 0.02% 421
2017
Q2 		$4.67M Buy
195,405
+31,566
+19% +$764K 0.01% 595
2017
Q1 		$3.94M Sell
163,839
-137,820
-46% -$3.24M 0.01% 653
2016
Q4 		$6.68M Sell
301,659
-84,216
-22% -$1.98M 0.02% 451
2016
Q3 		$9.79M Sell
385,875
-19,854
-5% -$511K 0.04% 357
2016
Q2 		$10.4M Buy
405,729
+40,360
+11% +$981K 0.04% 363
2016
Q1 		$8.68M Buy
365,369
+27,864
+8% +$637K 0.04% 395
2015
Q4 		$6.91M Sell
337,505
-30,440
-8% -$649K 0.03% 462
2015
Q3 		$7.93M Sell
367,945
-62,928
-15% -$1.37M 0.04% 399
2015
Q2 		$9.77M Buy
430,873
+40,996
+11% +$946K 0.05% 384
2015
Q1 		$8.93M Sell
389,877
-151,056
-28% -$3.56M 0.05% 389
2014
Q4 		$12.4M Sell
540,933
-256,625
-32% -$5.97M 0.13% 128
2014
Q3 		$18.7M Buy
797,558
+3,188
+0.4% +$79.1K 0.19% 114
2014
Q2 		$20.5M Buy
794,370
+212,602
+37% +$5.32M 0.21% 103
2014
Q1 		$14.5M Buy
581,768
+134,162
+30% +$3.37M 0.16% 113
2013
Q4 		$10.5M Sell
447,606
-773,432
-63% -$19.1M 0.12% 137
2013
Q3 		$31.5M Buy
1,221,038
+4,057
+0.3% +$105K 0.38% 73
2013
Q2 		$29.2M Buy
+1,216,981
New +$33.5M 0.38% 72

Other funds holding IAU

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Envestnet Asset Management's IAU Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Gold Trust (IAU) stake by 2.1% in Q2 2026, selling an estimated $15.7M and leaving 8,801,039 shares worth $665M. The position accounts for 0.16% of the portfolio, ranked #106.

Envestnet Asset Management first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57B in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Envestnet Asset Management held 8,801,039 shares of iShares Gold Trust worth $665M as of Q2 2026.
  • Envestnet Asset Management sold 185,262 iShares Gold Trust shares in Q2 2026, an estimated $15.7M.
  • iShares Gold Trust made up 0.16% of Envestnet Asset Management's portfolio in Q2 2026, its #106 holding.
  • Envestnet Asset Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Envestnet Asset Management's iShares Gold Trust position peaked at $1.57B in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.