Fifth Third Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Fifth Third 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	$5.66M	Buy	74,947 +614	+0.8%	+$52.1K	0.16%	106
2026 Q1	$6.55M	Buy	74,333 +397	+0.5%	+$36.4K	0.22%	87
2025 Q4	$6M	Sell	73,936 -1,167	-2%	-$91.3K	0.21%	82
2025 Q3	$5.47M	Buy	75,103 +159	+0.2%	+$10.4K	0.2%	84
2025 Q2	$4.67M	Buy	74,944 +9,771	+15%	+$605K	0.2%	93
2025 Q1	$3.84M	Buy	65,173 +5,882	+10%	+$318K	0.2%	82
2024 Q4	$2.94M	Buy	59,291 +21,887	+59%	+$1.1M	0.16%	92
2024 Q3	$1.86M	Sell	37,404 -668	-2%	-$31.3K	0.11%	129
2024 Q2	$1.67M	Buy	38,072 +12,050	+46%	+$533K	0.13%	113
2024 Q1	$1.09M	Sell	26,022 -2,362	-8%	-$92.6K	0.17%	97
2023 Q4	$1.11M	Buy	28,384 +12,830	+82%	+$480K	0.36%	62
2023 Q3	$544K	Buy	15,554 +9,149	+143%	+$334K	0.22%	96
2023 Q2	$233K	Buy	+6,405	New	+$240K	0.15%	130

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fifth Third Wealth Advisors's IAU Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.83% in Q2 2026, buying an estimated $52.1K and bringing the position to 74,947 shares worth $5.66M. The position accounts for 0.16% of the portfolio, ranked #106.

Fifth Third Wealth Advisors first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.55M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fifth Third Wealth Advisors held 74,947 shares of iShares Gold Trust worth $5.66M as of Q2 2026.
Fifth Third Wealth Advisors bought 614 iShares Gold Trust shares in Q2 2026, an estimated $52.1K.
iShares Gold Trust made up 0.16% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Fifth Third Wealth Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
Fifth Third Wealth Advisors's iShares Gold Trust position peaked at $6.55M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.