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Flagship Harbor Advisors’s iShares Gold Trust IAU Stock Holding History

Flagship Harbor 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 		$405K Buy
5,361
+1,189
+28% +$101K 0.02% 564
2026
Q1 		$368K Buy
+4,172
New +$383K 0.02% 545
2025
Q4 		– Sell
-4,842
Closed -$352K – 2292
2025
Q3 		$352K Buy
4,842
+472
+11% +$30.8K 0.02% 585
2025
Q2 		$273K Sell
4,370
-165
-4% -$10.2K 0.01% 635
2025
Q1 		$267K Buy
+4,535
New +$245K 0.01% 613
2023
Q2 		– Sell
-21,827
Closed -$816K – 633
2023
Q1 		$816K Sell
21,827
-830
-4% -$29.8K 0.08% 248
2022
Q4 		$784K Sell
22,657
-490
-2% -$16.1K 0.08% 251
2022
Q3 		$730K Sell
23,147
-1,681
-7% -$55.1K 0.08% 238
2022
Q2 		$852K Buy
+24,828
New +$883K 0.1% 230
2022
Q1 		– Sell
-26,204
Closed -$912K – 648
2021
Q4 		$912K Buy
26,204
+2,607
+11% +$89.1K 0.09% 248
2021
Q3 		$795K Hold
23,597
– – 0.09% 255
2021
Q2 		$795K Sell
23,597
-2,728
-10% -$94.3K 0.09% 256
2021
Q1 		$856K Buy
26,325
+607
+2% +$20.7K 0.1% 230
2020
Q4 		$933K Buy
25,718
+399
+2% +$14.3K 0.12% 191
2020
Q3 		$910K Sell
25,319
-1,535
-6% -$56.1K 0.12% 157
2020
Q2 		$912K Buy
26,854
+1,144
+4% +$37.5K 0.13% 146
2020
Q1 		$775K Buy
25,710
+5,643
+28% +$171K 0.16% 137
2019
Q4 		$582K Buy
20,067
+5,574
+38% +$158K 0.1% 203
2019
Q3 		$408K Buy
14,493
+10,536
+266% +$297K 0.08% 249
2019
Q2 		$106K Buy
3,957
+112
+3% +$2.81K 0.02% 548
2019
Q1 		$95K Buy
3,845
+300
+8% +$7.49K 0.02% 578
2018
Q4 		$87K Hold
3,545
– – 0.02% 559
2018
Q3 		$81K Sell
3,545
-277
-7% -$6.44K 0.02% 652
2018
Q2 		$91K Buy
+3,822
New +$95.8K 0.02% 611

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

Flagship Harbor Advisors's IAU Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares Gold Trust (IAU) stake by 28% in Q2 2026, buying an estimated $101K and bringing the position to 5,361 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #564.

Flagship Harbor Advisors first reported a position in IAU in Q2 2018 and has held it in 24 quarters since. The position peaked at $933K in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Flagship Harbor Advisors held 5,361 shares of iShares Gold Trust worth $405K as of Q2 2026.
  • Flagship Harbor Advisors bought 1,189 iShares Gold Trust shares in Q2 2026, an estimated $101K.
  • iShares Gold Trust made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #564 holding.
  • Flagship Harbor Advisors first reported a position in iShares Gold Trust in Q2 2018 and has held it in 24 quarters since.
  • Flagship Harbor Advisors's iShares Gold Trust position peaked at $933K in Q4 2020.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.