First Trust Advisors
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First Trust Advisors’s iShares Gold Trust IAU Stock Holding History

First Trust 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 		– Sell
-22,478
Closed -$1.98M – 2702
2026
Q1 		$1.98M Sell
22,478
-11,570
-34% -$1.06M ﹤0.01% 1926
2025
Q4 		$2.76M Buy
34,048
+4,388
+15% +$343K ﹤0.01% 1738
2025
Q3 		$2.16M Buy
29,660
+1,852
+7% +$121K ﹤0.01% 1805
2025
Q2 		$1.73M Sell
27,808
-2,995
-10% -$186K ﹤0.01% 1881
2025
Q1 		$1.82M Buy
30,803
+7,720
+33% +$418K ﹤0.01% 1829
2024
Q4 		$1.14M Buy
23,083
+6,164
+36% +$310K ﹤0.01% 2020
2024
Q3 		$841K Buy
16,919
+1,740
+11% +$81.4K ﹤0.01% 2055
2024
Q2 		$667K Buy
15,179
+7,623
+101% +$337K ﹤0.01% 2061
2024
Q1 		$317K Buy
+7,556
New +$296K ﹤0.01% 2226
2016
Q1 		– Sell
-6,101
Closed -$125K – 2244
2015
Q4 		$125K Sell
6,101
-3,405
-36% -$72.6K ﹤0.01% 2199
2015
Q3 		$205K Buy
9,506
+362
+4% +$7.87K ﹤0.01% 2152
2015
Q2 		$207K Buy
9,144
+1,101
+14% +$25.4K ﹤0.01% 2157
2015
Q1 		$184K Sell
8,043
-2,768
-26% -$65.3K ﹤0.01% 2169
2014
Q4 		$247K Buy
10,811
+846
+8% +$19.7K ﹤0.01% 2120
2014
Q3 		$233K Buy
9,965
+251
+3% +$6.23K ﹤0.01% 2107
2014
Q2 		$250K Buy
9,714
+500
+5% +$12.5K ﹤0.01% 2090
2014
Q1 		$229K Buy
9,214
+1,020
+12% +$25.6K ﹤0.01% 2148
2013
Q4 		$191K Buy
8,194
+665
+9% +$16.4K ﹤0.01% 2155
2013
Q3 		$194K Sell
7,529
-532
-7% -$13.7K ﹤0.01% 2196
2013
Q2 		$193K Buy
+8,061
New +$222K ﹤0.01% 2158

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

First Trust Advisors's IAU Position: Q2 2026 in Review

First Trust Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 22,478 shares — an estimated $1.98M sold.

First Trust Advisors first reported a position in IAU in Q2 2013 and held it in 20 quarters. The position peaked at $2.76M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • First Trust Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 22,478 iShares Gold Trust shares in Q2 2026, an estimated $1.98M.
  • First Trust Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 20 quarters.
  • First Trust Advisors's iShares Gold Trust position peaked at $2.76M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.