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EQ LLC’s iShares Gold Trust IAU Stock Holding History

EQ LLC’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 		$4.94M Sell
65,487
-8,211
-11% -$697K 1.21% 16
2026
Q1 		$6.5M Buy
73,698
+486
+0.7% +$44.6K 1.83% 14
2025
Q4 		$5.94M Buy
73,212
+2,544
+4% +$199K 1.71% 15
2025
Q3 		$5.14M Buy
70,668
+20,644
+41% +$1.35M 1.75% 16
2025
Q2 		$3.12M Buy
50,024
+2,032
+4% +$126K 1.21% 18
2025
Q1 		$2.83M Buy
47,992
+1,938
+4% +$105K 1.32% 22
2024
Q4 		$2.28M Buy
+46,054
New +$2.31M 1.07% 23

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
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

EQ LLC's IAU Position: Q2 2026 in Review

EQ LLC reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $697K and leaving 65,487 shares worth $4.94M. The position accounts for 1.21% of the portfolio, ranked #16.

EQ LLC first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.5M in Q1 2026. 967 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • EQ LLC held 65,487 shares of iShares Gold Trust worth $4.94M as of Q2 2026.
  • EQ LLC sold 8,211 iShares Gold Trust shares in Q2 2026, an estimated $697K.
  • iShares Gold Trust made up 1.21% of EQ LLC's portfolio in Q2 2026, its #16 holding.
  • EQ LLC first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • EQ LLC's iShares Gold Trust position peaked at $6.5M in Q1 2026.
  • 967 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.