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

EverSource 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 		$49.5M Sell
655,374
-11,071
-2% -$940K 1.67% 7
2026
Q1 		$58.8M Sell
666,445
-57,542
-8% -$5.28M 1.79% 7
2025
Q4 		$58.8M Sell
723,987
-5,343
-0.7% -$418K 2.16% 4
2025
Q3 		$53.1M Sell
729,330
-2,793
-0.4% -$182K 2.1% 4
2025
Q2 		$45.7M Buy
732,123
+18,890
+3% +$1.17M 2.06% 4
2025
Q1 		$42.1M Buy
713,233
+25,505
+4% +$1.38M 2.31% 5
2024
Q4 		$34M Buy
687,728
+29,300
+4% +$1.47M 1.91% 5
2024
Q3 		$32.7M Buy
658,428
+7,059
+1% +$330K 2.07% 5
2024
Q2 		$30.2M Sell
651,369
-11,352
-2% -$502K 2% 5
2024
Q1 		$28.7M Sell
662,721
-74,647
-10% -$2.93M 2.26% 6
2023
Q4 		$28.8M Buy
737,368
+300,497
+69% +$11.2M 2.64% 5
2023
Q3 		$15.3M Buy
436,871
+66,862
+18% +$2.44M 1.62% 8
2023
Q2 		$13.5M Buy
370,009
+51,298
+16% +$1.92M 1.48% 11
2023
Q1 		$11.9M Buy
318,711
+44,693
+16% +$1.6M 1.48% 11
2022
Q4 		$9.48M Buy
274,018
+267,780
+4,293% +$8.79M 1.44% 11
2022
Q3 		$197K Buy
6,238
+496
+9% +$16.3K 0.05% 300
2022
Q2 		$197K Sell
5,742
-1,176
-17% -$41.8K 0.05% 259
2022
Q1 		$255K Buy
6,918
+1,758
+34% +$62.8K 0.06% 226
2021
Q4 		$180K Buy
+5,160
New +$176K 0.05% 238

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

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

EverSource Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 1.7% in Q2 2026, selling an estimated $940K and leaving 655,374 shares worth $49.5M. The position accounts for 1.67% of the portfolio, ranked #7.

EverSource Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $58.8M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • EverSource Wealth Advisors held 655,374 shares of iShares Gold Trust worth $49.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 11,071 iShares Gold Trust shares in Q2 2026, an estimated $940K.
  • iShares Gold Trust made up 1.67% of EverSource Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • EverSource Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Gold Trust position peaked at $58.8M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.