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EWA LLC’s iShares Gold Trust IAU Stock Holding History

EWA 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 		$1.77M Buy
23,505
+2,609
+12% +$221K 0.32% 46
2026
Q1 		$1.84M Sell
20,896
-29,710
-59% -$2.73M 0.42% 38
2025
Q4 		$4.11M Sell
50,606
-1,086
-2% -$84.9K 1% 24
2025
Q3 		$3.76M Buy
51,692
+14,531
+39% +$948K 1.04% 23
2025
Q2 		$2.32M Sell
37,161
-2,946
-7% -$183K 0.73% 24
2025
Q1 		$2.36M Buy
40,107
+18,975
+90% +$1.03M 0.88% 21
2024
Q4 		$1.05M Buy
21,132
+1,181
+6% +$59.3K 0.39% 35
2024
Q3 		$967K Buy
+19,951
New +$934K 0.35% 35

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EWA LLC's IAU Position: Q2 2026 in Review

EWA LLC increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $221K and bringing the position to 23,505 shares worth $1.77M. The position accounts for 0.32% of the portfolio, ranked #46.

EWA LLC first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.11M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • EWA LLC held 23,505 shares of iShares Gold Trust worth $1.77M as of Q2 2026.
  • EWA LLC bought 2,609 iShares Gold Trust shares in Q2 2026, an estimated $221K.
  • iShares Gold Trust made up 0.32% of EWA LLC's portfolio in Q2 2026, its #46 holding.
  • EWA LLC first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • EWA LLC's iShares Gold Trust position peaked at $4.11M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.