EWA
IAU icon

EP Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

EP Wealth Advisors’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 		$17.7M Buy
234,174
+181,770
+347% +$15.4M 0.07% 196
2026
Q1 		$4.62M Buy
52,404
+9,770
+23% +$896K 0.02% 327
2025
Q4 		$3.46M Buy
+42,634
New +$3.33M 0.02% 342
2025
Q2 		$1.74M Buy
27,963
+1,201
+4% +$74.4K 0.01% 444
2025
Q1 		$1.58M Buy
26,762
+3,143
+13% +$170K 0.01% 402
2024
Q4 		$1.17M Buy
23,619
+6,919
+41% +$348K 0.01% 457
2024
Q3 		$830K Sell
16,700
-1,377
-8% -$64.5K 0.01% 539
2024
Q2 		$794K Sell
18,077
-558
-3% -$24.7K 0.01% 427
2024
Q1 		$783K Buy
18,635
+262
+1% +$10.3K 0.01% 423
2023
Q4 		$717K Sell
18,373
-1,027
-5% -$38.4K 0.01% 422
2023
Q3 		$679K Sell
19,400
-22,005
-53% -$803K 0.01% 398
2023
Q2 		$1.78M Buy
41,405
+6,680
+19% +$250K 0.03% 258
2023
Q1 		$50K Buy
34,725
+21,165
+156% +$760K ﹤0.01% 605
2022
Q4 		$469K Sell
13,560
-1,239
-8% -$40.7K 0.01% 390
2022
Q3 		$467K Buy
14,799
+2,679
+22% +$87.8K 0.01% 283
2022
Q2 		$416K Buy
12,120
+916
+8% +$32.6K 0.01% 414
2022
Q1 		$413K Sell
11,204
-1,879
-14% -$67.1K 0.01% 420
2021
Q4 		$455K Sell
13,083
-246
-2% -$8.41K 0.01% 370
2021
Q3 		$445K Sell
13,329
-689
-5% -$23.5K 0.01% 353
2021
Q2 		$473K Sell
14,018
-336
-2% -$11.6K 0.01% 346
2021
Q1 		$467K Sell
14,354
-816
-5% -$27.9K 0.01% 339
2020
Q4 		$550K Buy
+15,170
New +$543K 0.02% 253
2020
Q3 		– Sell
-12,073
Closed -$410K – 359
2020
Q2 		$410K Sell
12,073
-340
-3% -$11.1K 0.02% 269
2020
Q1 		$374K Buy
12,413
+3,686
+42% +$111K 0.02% 288
2019
Q4 		$253K Sell
8,727
-390
-4% -$11.1K 0.01% 359
2019
Q3 		$257K Sell
9,117
-461
-5% -$13K 0.01% 305
2019
Q2 		$259K Buy
9,578
+1,823
+24% +$45.7K 0.02% 260
2019
Q1 		$192K Buy
7,755
+7
+0.1% +$175 0.02% 237
2018
Q4 		$190K Sell
7,748
-75
-1% -$1.77K 0.01% 249
2018
Q3 		$179K Sell
7,823
-746
-9% -$17.3K 0.01% 274
2018
Q2 		$206K Hold
8,569
– – 0.02% 183
2018
Q1 		$218K Sell
8,569
-183
-2% -$4.67K 0.02% 192
2017
Q4 		$219K Buy
8,752
+1,620
+23% +$39.7K 0.02% 179
2017
Q3 		$176K Sell
7,132
-2,445
-26% -$60.1K 0.02% 174
2017
Q2 		$229K Sell
9,577
-2,917
-23% -$70.6K 0.03% 166
2017
Q1 		$300K Buy
12,494
+4,598
+58% +$108K 0.04% 115
2016
Q4 		$175K Sell
7,896
-812
-9% -$19K 0.03% 133
2016
Q3 		$221K Buy
8,708
+1,183
+16% +$30.4K 0.03% 126
2016
Q2 		$192K Buy
7,525
+1,025
+16% +$24.9K 0.03% 124
2016
Q1 		$154K Hold
6,500
– – 0.02% 135
2015
Q4 		$133K Hold
6,500
– – 0.02% 141
2015
Q3 		$140K Sell
6,500
-119
-2% -$2.59K 0.03% 135
2015
Q2 		$150K Buy
6,619
+119
+2% +$2.75K 0.03% 117
2015
Q1 		$149K Buy
+6,500
New +$153K 0.03% 123

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

EP Wealth Advisors's IAU Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Gold Trust (IAU) stake by 347% in Q2 2026, buying an estimated $15.4M and bringing the position to 234,174 shares worth $17.7M. The position accounts for 0.07% of the portfolio, ranked #196.

EP Wealth Advisors first reported a position in IAU in Q1 2015 and has held it in 44 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • EP Wealth Advisors held 234,174 shares of iShares Gold Trust worth $17.7M as of Q2 2026.
  • EP Wealth Advisors bought 181,770 iShares Gold Trust shares in Q2 2026, an estimated $15.4M.
  • iShares Gold Trust made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • EP Wealth Advisors first reported a position in iShares Gold Trust in Q1 2015 and has held it in 44 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.