Evercore Wealth Management’s iShares Gold Trust IAU Stock Holding History

Evercore Wealth Management’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	$54.7M	Sell	620,632 -5,087	-0.8%	-$467K	0.86%	34
2025 Q4	$50.8M	Buy	625,719 +6,224	+1%	+$487K	0.74%	37
2025 Q3	$45.1M	Sell	619,495 -16,460	-3%	-$1.07M	0.66%	38
2025 Q2	$39.7M	Buy	635,955 +4,735	+0.8%	+$293K	0.62%	39
2025 Q1	$37.2M	Sell	631,220 -17,378	-3%	-$940K	0.6%	40
2024 Q4	$32.1M	Sell	648,598 -4,762	-0.7%	-$239K	0.48%	41
2024 Q3	$32.5M	Sell	653,360 -19,383	-3%	-$907K	0.49%	42
2024 Q2	$29.6M	Sell	672,743 -4,375	-0.6%	-$193K	0.47%	45
2024 Q1	$28.4M	Sell	677,118 -9,240	-1%	-$362K	0.45%	46
2023 Q4	$26.8M	Buy	686,358 +3,789	+0.6%	+$142K	0.45%	46
2023 Q3	$23.9M	Sell	682,569 -8,201	-1%	-$299K	0.45%	47
2023 Q2	$25.1M	Sell	690,770 -1,067	-0.2%	-$40K	0.46%	46
2023 Q1	$25.9M	Sell	691,837 -2,775	-0.4%	-$99.6K	0.52%	44
2022 Q4	$24M	Buy	694,612 +2,885	+0.4%	+$94.7K	0.5%	45
2022 Q3	$21.8M	Sell	691,727 -1,250	-0.2%	-$41K	0.49%	47
2022 Q2	$23.8M	Buy	692,977 +612	+0.1%	+$21.8K	0.5%	46
2022 Q1	$25.5M	Buy	692,365 +12,304	+2%	+$440K	0.45%	44
2021 Q4	$23.7M	Sell	680,061 -21,635	-3%	-$739K	0.39%	47
2021 Q3	$23.4M	Buy	701,696 +50,692	+8%	+$1.73M	0.42%	47
2021 Q2	$21.9M	Sell	651,004 -12,066	-2%	-$417K	0.4%	44
2021 Q1	$21.6M	Buy	663,070 +86,734	+15%	+$2.96M	0.43%	45
2020 Q4	$20.9M	Buy	576,336 +16,789	+3%	+$601K	0.45%	44
2020 Q3	$20.1M	Buy	559,547 +4,814	+0.9%	+$176K	0.49%	44
2020 Q2	$18.9M	Buy	554,733 +26,692	+5%	+$875K	0.5%	45
2020 Q1	$15.9M	Buy	528,041 +22,774	+5%	+$688K	0.52%	45
2019 Q4	$14.7M	Buy	505,267 +16,663	+3%	+$473K	0.39%	50
2019 Q3	$13.8M	Buy	488,604 +17,059	+4%	+$481K	0.4%	53
2019 Q2	$12.7M	Sell	471,545 -3,972	-0.8%	-$99.6K	0.39%	55
2019 Q1	$11.8M	Buy	475,517 +21,629	+5%	+$540K	0.38%	54
2018 Q4	$11.2M	Buy	453,888 +22,296	+5%	+$525K	0.42%	53
2018 Q3	$9.87M	Sell	431,592 -18,428	-4%	-$428K	0.32%	63
2018 Q2	$10.8M	Buy	450,020 +35,398	+9%	+$888K	0.37%	58
2018 Q1	$10.6M	Buy	414,622 +273,557	+194%	+$6.98M	0.4%	57
2017 Q4	$3.53M	Sell	141,065 -12,565	-8%	-$308K	0.13%	98
2017 Q3	$3.78M	Hold	153,630	–	–	0.15%	95
2017 Q2	$3.67M	Buy	153,630 +2,436	+2%	+$59K	0.14%	99
2017 Q1	$3.63M	Sell	151,194 -20,353	-12%	-$478K	0.14%	101
2016 Q4	$3.8M	Sell	171,547 -696,595	-80%	-$16.3M	0.16%	102
2016 Q3	$22M	Buy	868,142 +836,676	+2,659%	+$21.5M	0.91%	41
2016 Q2	$803K	Buy	31,466 +4,216	+15%	+$102K	0.04%	192
2016 Q1	$647K	Sell	27,250 -516	-2%	-$11.8K	0.03%	212
2015 Q4	$568K	Buy	27,766 +516	+2%	+$11K	0.03%	237
2015 Q3	$587K	Sell	27,250 -1,479	-5%	-$32.1K	0.03%	236
2015 Q2	$651K	Sell	28,729 -4,271	-13%	-$98.5K	0.03%	244
2015 Q1	$757K	Buy	+33,000	New	+$778K	0.03%	219
2014 Q4	–	Sell	-37,525	Closed	-$878K	–	912
2014 Q3	$878K	Sell	37,525 -10,500	-22%	-$261K	0.04%	193
2014 Q2	$1.24M	Sell	48,025 -21,827	-31%	-$546K	0.06%	168
2014 Q1	$1.74M	Sell	69,852 -6,200	-8%	-$156K	0.1%	139
2013 Q4	$1.78M	Sell	76,052 -57,386	-43%	-$1.42M	0.1%	143
2013 Q3	$3.44M	Sell	133,438 -10,619	-7%	-$274K	0.2%	122
2013 Q2	$3.46M	Buy	+144,057	New	+$3.97M	0.2%	120

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evercore Wealth Management's IAU Position: Q1 2026 in Review

Evercore Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.81% in Q1 2026, selling an estimated $467K and leaving 620,632 shares worth $54.7M. The position accounts for 0.86% of the portfolio, ranked #34.

Evercore Wealth Management first reported a position in IAU in Q2 2013 and has held it in 51 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Evercore Wealth Management held 620,632 shares of iShares Gold Trust worth $54.7M as of Q1 2026.
Evercore Wealth Management sold 5,087 iShares Gold Trust shares in Q1 2026, an estimated $467K.
iShares Gold Trust made up 0.86% of Evercore Wealth Management's portfolio in Q1 2026, its #34 holding.
Evercore Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 51 quarters since.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.