Fifth Third Securities’s iShares Gold Trust IAU Stock Holding History

Fifth Third Securities’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	$21.8M	Buy	289,279 +4,200	+1%	+$357K	1.25%	16
2026 Q1	$25.1M	Sell	285,079 -23,967	-8%	-$2.2M	1.63%	15
2025 Q4	$25.1M	Sell	309,046 -1,599	-0.5%	-$125K	1.64%	14
2025 Q3	$22.6M	Buy	310,645 +61,122	+24%	+$3.99M	1.54%	14
2025 Q2	$15.6M	Sell	249,523 -7,551	-3%	-$468K	1.17%	16
2025 Q1	$15.2M	Buy	257,074 +18,105	+8%	+$979K	1.28%	16
2024 Q4	$11.8M	Buy	238,969 +983	+0.4%	+$49.4K	1.01%	22
2024 Q3	$11.8M	Sell	237,986 -4,779	-2%	-$224K	1.12%	19
2024 Q2	$10.7M	Sell	242,765 -6,601	-3%	-$292K	0.99%	24
2024 Q1	$10.5M	Sell	249,366 -42,339	-15%	-$1.66M	1.02%	22
2023 Q4	$11.4M	Sell	291,705 -1,246	-0.4%	-$46.6K	1.18%	17
2023 Q3	$10.3M	Sell	292,951 -1,108	-0.4%	-$40.4K	1.15%	21
2023 Q2	$10.7M	Buy	294,059 +42,485	+17%	+$1.59M	1.17%	21
2023 Q1	$9.4M	Sell	251,574 -7,602	-3%	-$273K	1.08%	26
2022 Q4	$8.96M	Sell	259,176 -15,534	-6%	-$510K	1.18%	24
2022 Q3	$8.66M	Sell	274,710 -49,882	-15%	-$1.63M	1.25%	22
2022 Q2	$11.1M	Buy	+324,592	New	+$11.5M	1.53%	16
2022 Q1	–	Sell	-289,802	Closed	-$10.1M	–	81
2021 Q4	$10.1M	Sell	289,802 -29,459	-9%	-$1.01M	1.1%	22
2021 Q3	$10.7M	Buy	+319,261	New	+$10.9M	1.46%	16
2019 Q3	–	Sell	-101,070	Closed	-$2.73M	–	71
2019 Q2	$2.73M	Buy	+101,070	New	+$2.53M	0.73%	43
2018 Q4	–	Sell	-122,418	Closed	-$2.8M	–	69
2018 Q3	$2.8M	Buy	+122,418	New	+$2.84M	0.97%	27
2018 Q1	–	Sell	-111,165	Closed	-$2.78M	–	49
2017 Q4	$2.78M	Sell	111,165 -77,702	-41%	-$1.91M	1.05%	26
2017 Q3	$4.65M	Buy	188,867 +59,842	+46%	+$1.47M	1.81%	15
2017 Q2	$3.08M	Sell	129,025 -13,672	-10%	-$331K	1.2%	28
2017 Q1	$3.43M	Buy	142,697 +8,268	+6%	+$194K	1.4%	25
2016 Q4	$2.98M	Sell	134,429 -17,761	-12%	-$417K	1.55%	18
2016 Q3	$3.86M	Buy	152,190 +115,530	+315%	+$2.97M	2.48%	15
2016 Q2	$935K	Buy	36,660 +30,336	+480%	+$737K	0.71%	41
2016 Q1	$150K	Buy	+6,324	New	+$145K	0.13%	64

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Fifth Third Securities's IAU Position: Q2 2026 in Review

Fifth Third Securities increased its iShares Gold Trust (IAU) stake by 1.5% in Q2 2026, buying an estimated $357K and bringing the position to 289,279 shares worth $21.8M. The position accounts for 1.25% of the portfolio, ranked #16.

Fifth Third Securities first reported a position in IAU in Q1 2016 and has held it in 29 quarters since. The position peaked at $25.1M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fifth Third Securities held 289,279 shares of iShares Gold Trust worth $21.8M as of Q2 2026.
Fifth Third Securities bought 4,200 iShares Gold Trust shares in Q2 2026, an estimated $357K.
iShares Gold Trust made up 1.25% of Fifth Third Securities's portfolio in Q2 2026, its #16 holding.
Fifth Third Securities first reported a position in iShares Gold Trust in Q1 2016 and has held it in 29 quarters since.
Fifth Third Securities's iShares Gold Trust position peaked at $25.1M in Q1 2026.
348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.