Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Gold Trust IAU Stock Holding History

Envestnet Portfolio Solutions’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 		$43.5M Buy
575,894
+27,925
+5% +$2.37M 0.21% 81
2026
Q1 		$48.3M Sell
547,969
-1,173,507
-68% -$108M 0.27% 63
2025
Q4 		$140M Buy
1,721,476
+14,324
+0.8% +$1.12M 0.49% 45
2025
Q3 		$124M Buy
1,707,152
+582,911
+52% +$38M 0.46% 43
2025
Q2 		$70.1M Sell
1,124,241
-538,964
-32% -$33.4M 0.26% 61
2025
Q1 		$98.1M Buy
1,663,205
+544,745
+49% +$29.5M 0.38% 52
2024
Q4 		$55.4M Buy
1,118,460
+1,091,440
+4,039% +$54.8M 0.18% 72
2024
Q3 		$1.34M Sell
27,020
-1,001
-4% -$46.9K ﹤0.01% 801
2024
Q2 		$1.23M Sell
28,021
-2,098
-7% -$92.7K ﹤0.01% 794
2024
Q1 		$1.27M Buy
30,119
+631
+2% +$24.7K ﹤0.01% 774
2023
Q4 		$1.15M Sell
29,488
-2,610
-8% -$97.7K ﹤0.01% 759
2023
Q3 		$1.12M Buy
+32,098
New +$1.17M 0.01% 723

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

Envestnet Portfolio Solutions's IAU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Gold Trust (IAU) stake by 5.1% in Q2 2026, buying an estimated $2.37M and bringing the position to 575,894 shares worth $43.5M. The position accounts for 0.21% of the portfolio, ranked #81.

Envestnet Portfolio Solutions first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $140M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Envestnet Portfolio Solutions held 575,894 shares of iShares Gold Trust worth $43.5M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 27,925 iShares Gold Trust shares in Q2 2026, an estimated $2.37M.
  • iShares Gold Trust made up 0.21% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #81 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Gold Trust position peaked at $140M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.