EH
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Equitable Holdings’s iShares Gold Trust IAU Stock Holding History

Equitable Holdings’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
Q1 		$45.2M Sell
690,721
-47,865
-6% -$4.39M 0.29% 74
2025
Q4 		$60M Buy
738,586
+48,753
+7% +$3.81M 0.41% 53
2025
Q3 		$50.2M Buy
689,833
+56,852
+9% +$3.71M 0.37% 59
2025
Q2 		$39.5M Buy
632,981
+41,993
+7% +$2.6M 0.33% 66
2025
Q1 		$34.8M Buy
590,988
+62,292
+12% +$3.37M 0.33% 66
2024
Q4 		$26.2M Buy
528,696
+54,505
+11% +$2.74M 0.25% 86
2024
Q3 		$23.6M Buy
474,191
+9,237
+2% +$432K 0.23% 90
2024
Q2 		$20.4M Sell
464,954
-267,947
-37% -$11.8M 0.21% 90
2024
Q1 		$30.8M Buy
732,901
+42,133
+6% +$1.65M 0.35% 63
2023
Q4 		$27M Sell
690,768
-28,535
-4% -$1.07M 0.33% 66
2023
Q3 		$25.2M Buy
719,303
+37,422
+5% +$1.37M 0.36% 63
2023
Q2 		$24.8M Buy
681,881
+36,449
+6% +$1.37M 0.36% 61
2023
Q1 		$24.1M Buy
645,432
+6,850
+1% +$246K 0.39% 59
2022
Q4 		$22.1M Sell
638,582
-81,873
-11% -$2.69M 0.38% 61
2022
Q3 		$22.7M Buy
720,455
+64,968
+10% +$2.13M 0.44% 51
2022
Q2 		$22.5M Buy
655,487
+36,171
+6% +$1.29M 0.43% 53
2022
Q1 		$22.8M Buy
619,316
+52,480
+9% +$1.87M 0.37% 54
2021
Q4 		$19.7M Sell
566,836
-29,786
-5% -$1.02M 0.31% 59
2021
Q3 		$19.9M Buy
596,622
+39,607
+7% +$1.35M 0.34% 53
2021
Q2 		$18.8M Buy
557,015
+28,811
+5% +$996K 0.32% 53
2021
Q1 		$17.2M Buy
528,204
+6,229
+1% +$213K 0.36% 51
2020
Q4 		$18.9M Buy
521,975
+4,594
+0.9% +$164K 0.43% 49
2020
Q3 		$18.6M Buy
517,381
+7,495
+1% +$274K 0.48% 46
2020
Q2 		$17.3M Buy
509,886
+16,691
+3% +$547K 0.5% 47
2020
Q1 		$14.9M Sell
493,195
-5,479
-1% -$166K 0.53% 40
2019
Q4 		$14.5M Buy
+498,674
New +$14.1M 0.42% 49

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Equitable Holdings's IAU Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Gold Trust (IAU) stake by 6.5% in Q1 2026, selling an estimated $4.39M and leaving 690,721 shares worth $45.2M. The position accounts for 0.29% of the portfolio, ranked #74.

Equitable Holdings first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $60M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Equitable Holdings held 690,721 shares of iShares Gold Trust worth $45.2M as of Q1 2026.
  • Equitable Holdings sold 47,865 iShares Gold Trust shares in Q1 2026, an estimated $4.39M.
  • iShares Gold Trust made up 0.29% of Equitable Holdings's portfolio in Q1 2026, its #74 holding.
  • Equitable Holdings first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares Gold Trust position peaked at $60M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.