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Fort Washington Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Fort Washington Investment 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 		$649K Sell
8,600
-155
-2% -$13.2K ﹤0.01% 330
2026
Q1 		$772K Buy
8,755
+6,005
+218% +$551K ﹤0.01% 315
2025
Q4 		$223K Hold
2,750
– – ﹤0.01% 405
2025
Q3 		$200K Buy
+2,750
New +$179K ﹤0.01% 412
2019
Q1 		– Sell
-23,848
Closed -$586K – 523
2018
Q4 		$586K Buy
23,848
+969
+4% +$22.8K 0.01% 379
2018
Q3 		$523K Sell
22,879
-4,170
-15% -$96.9K 0.01% 424
2018
Q2 		$650K Sell
27,049
-2,911
-10% -$73K 0.01% 392
2018
Q1 		$763K Buy
29,960
+960
+3% +$24.5K 0.01% 386
2017
Q4 		$726K Buy
29,000
+9,525
+49% +$234K 0.01% 431
2017
Q3 		$479K Hold
19,475
– – 0.01% 401
2017
Q2 		$465K Buy
19,475
+800
+4% +$19.4K 0.01% 401
2017
Q1 		$449K Hold
18,675
– – 0.01% 400
2016
Q4 		$414K Buy
18,675
+2,500
+15% +$58.6K 0.01% 406
2016
Q3 		$411K Buy
16,175
+125
+0.8% +$3.22K 0.01% 357
2016
Q2 		$410K Buy
16,050
+500
+3% +$12.1K 0.01% 374
2016
Q1 		$369K Hold
15,550
– – 0.01% 389
2015
Q4 		$318K Sell
15,550
-1,975
-11% -$42.1K 0.01% 366
2015
Q3 		$378K Sell
17,525
-250
-1% -$5.43K 0.01% 387
2015
Q2 		$403K Hold
17,775
– – 0.01% 351
2015
Q1 		$407K Buy
17,775
+4,000
+29% +$94.3K 0.01% 353
2014
Q4 		$315K Sell
13,775
-2,025
-13% -$47.1K 0.01% 383
2014
Q3 		$370K Sell
15,800
-500
-3% -$12.4K 0.01% 372
2014
Q2 		$420K Buy
16,300
+2,080
+15% +$52K 0.01% 362
2014
Q1 		$354K Buy
14,220
+5,500
+63% +$138K 0.01% 374
2013
Q4 		$204K Sell
8,720
-2,000
-19% -$49.4K ﹤0.01% 470
2013
Q3 		$276K Sell
10,720
-3,600
-25% -$92.9K 0.01% 406
2013
Q2 		$343K Buy
+14,320
New +$394K 0.01% 375

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 22.9% 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

Fort Washington Investment Advisors's IAU Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, selling an estimated $13.2K and leaving 8,600 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Fort Washington Investment Advisors first reported a position in IAU in Q2 2013 and has held it in 27 quarters since. The position peaked at $772K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fort Washington Investment Advisors held 8,600 shares of iShares Gold Trust worth $649K as of Q2 2026.
  • Fort Washington Investment Advisors sold 155 iShares Gold Trust shares in Q2 2026, an estimated $13.2K.
  • iShares Gold Trust made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #330 holding.
  • Fort Washington Investment Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 27 quarters since.
  • Fort Washington Investment Advisors's iShares Gold Trust position peaked at $772K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.