Fisher Asset Management
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Fisher Asset Management’s iShares Gold Trust IAU Stock Holding History

Fisher Asset Management’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 		$554K Sell
7,337
-2,174
-23% -$185K ﹤0.01% 791
2026
Q1 		$839K Sell
9,511
-763
-7% -$70K ﹤0.01% 709
2025
Q4 		$834K Buy
10,274
+6,717
+189% +$525K ﹤0.01% 703
2025
Q3 		$259K Sell
3,557
-6,530
-65% -$426K ﹤0.01% 918
2025
Q2 		$629K Sell
10,087
-2,980
-23% -$185K ﹤0.01% 754
2025
Q1 		$770K Buy
13,067
+2,803
+27% +$152K ﹤0.01% 726
2024
Q4 		$508K Sell
10,264
-87
-0.8% -$4.37K ﹤0.01% 773
2024
Q3 		$514K Buy
10,351
+4,632
+81% +$217K ﹤0.01% 756
2024
Q2 		$251K Sell
5,719
-839
-13% -$37.1K ﹤0.01% 910
2024
Q1 		$276K Sell
6,558
-2,589
-28% -$101K ﹤0.01% 878
2023
Q4 		$357K Buy
+9,147
New +$342K ﹤0.01% 837
2023
Q3 		– Sell
-7,373
Closed -$268K – 1215
2023
Q2 		$268K Buy
+7,373
New +$276K ﹤0.01% 972
2022
Q3 		– Sell
-5,835
Closed -$200K – 967
2022
Q2 		$200K Sell
5,835
-3,434
-37% -$122K ﹤0.01% 865
2022
Q1 		$341K Sell
9,269
-5,649
-38% -$202K ﹤0.01% 796
2021
Q4 		$519K Buy
+14,918
New +$510K ﹤0.01% 756
2021
Q1 		– Sell
-7,520
Closed -$273K – 943
2020
Q4 		$273K Buy
+7,520
New +$269K ﹤0.01% 813
2020
Q3 		– Sell
-12,369
Closed -$420K – 869
2020
Q2 		$420K Buy
+12,369
New +$405K ﹤0.01% 678
2019
Q3 		– Sell
-5,463
Closed -$148K – 846
2019
Q2 		$148K Buy
+5,463
New +$137K ﹤0.01% 804
2018
Q3 		– Sell
-7,470
Closed -$180K – 828
2018
Q2 		$180K Buy
+7,470
New +$187K ﹤0.01% 778
2018
Q1 		– Sell
-5,800
Closed -$145K – 793
2017
Q4 		$145K Buy
+5,800
New +$142K ﹤0.01% 840

Other funds holding IAU

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Fisher Asset Management's IAU Position: Q2 2026 in Review

Fisher Asset Management reduced its iShares Gold Trust (IAU) stake by 23% in Q2 2026, selling an estimated $185K and leaving 7,337 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Fisher Asset Management first reported a position in IAU in Q4 2017 and has held it in 20 quarters since. The position peaked at $839K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fisher Asset Management held 7,337 shares of iShares Gold Trust worth $554K as of Q2 2026.
  • Fisher Asset Management sold 2,174 iShares Gold Trust shares in Q2 2026, an estimated $185K.
  • iShares Gold Trust made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #791 holding.
  • Fisher Asset Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 20 quarters since.
  • Fisher Asset Management's iShares Gold Trust position peaked at $839K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.