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Equitable Trust’s iShares Gold Trust IAU Stock Holding History

Equitable Trust’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 		$150M Sell
1,702,312
-48,941
-3% -$4.49M 6.93% 2
2025
Q4 		$142M Sell
1,751,253
-128,046
-7% -$10M 6.35% 2
2025
Q3 		$137M Sell
1,879,299
-4,245
-0.2% -$277K 6.29% 2
2025
Q2 		$117M Sell
1,883,544
-409,374
-18% -$25.4M 5.85% 2
2025
Q1 		$135M Sell
2,292,918
-173,249
-7% -$9.37M 7.49% 1
2024
Q4 		$122M Sell
2,466,167
-111,530
-4% -$5.6M 6.81% 2
2024
Q3 		$128M Sell
2,577,697
-35,532
-1% -$1.66M 8.22% 1
2024
Q2 		$115M Sell
2,613,229
-81,638
-3% -$3.61M 7.9% 1
2024
Q1 		$113M Buy
2,694,867
+127,828
+5% +$5.01M 7.85% 1
2023
Q4 		$100M Buy
2,567,039
+127,124
+5% +$4.76M 7.53% 1
2023
Q3 		$85.4M Buy
2,439,915
+6,497
+0.3% +$237K 7.06% 1
2023
Q2 		$88.6M Buy
2,433,418
+20,908
+0.9% +$784K 6.77% 1
2023
Q1 		$90.2M Buy
2,412,510
+396,680
+20% +$14.2M 7.1% 1
2022
Q4 		$69.7M Buy
2,015,830
+812,647
+68% +$26.7M 5.5% 2
2022
Q3 		$37.9M Sell
1,203,183
-132,217
-10% -$4.33M 3.16% 3
2022
Q2 		$45.8M Sell
1,335,400
-55,008
-4% -$1.96M 3.41% 3
2022
Q1 		$51.2M Buy
1,390,408
+40,665
+3% +$1.45M 3.29% 3
2021
Q4 		$47M Sell
1,349,743
-769,215
-36% -$26.3M 2.9% 4
2021
Q3 		$70.8M Sell
2,118,958
-15,000
-0.7% -$511K 4.52% 1
2021
Q2 		$71.9M Buy
+2,133,958
New +$73.8M 4.61% 1

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 Trust's IAU Position: Q1 2026 in Review

Equitable Trust reduced its iShares Gold Trust (IAU) stake by 2.8% in Q1 2026, selling an estimated $4.49M and leaving 1,702,312 shares worth $150M. The position accounts for 6.93% of the portfolio, ranked #2.

Equitable Trust first reported a position in IAU in Q2 2021 and has held it in 20 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Equitable Trust held 1,702,312 shares of iShares Gold Trust worth $150M as of Q1 2026.
  • Equitable Trust sold 48,941 iShares Gold Trust shares in Q1 2026, an estimated $4.49M.
  • iShares Gold Trust made up 6.93% of Equitable Trust's portfolio in Q1 2026, its #2 holding.
  • Equitable Trust first reported a position in iShares Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.